Things you need to know. – CPI appeared to be a ‘no brainer’ – but is trending UP. – PPI due out at 8:30…In any event the MKT is demanding a cut. – Former Fed Pres – Richie Fischer – says ‘Why are we Cutting?’ could he be sending ‘smoke signals’ that JJ is considering No Cut? – Traders and …
Markets Hold Their Breath: Inflation Data, Fed Moves, and JJ’s ‘Thoughts’ Leave Investors Dizzy – Try the Feta Shrim…
Things you need to know. – Stocks consolidating just a bit – I’d like to see a bit more. – Swaps market now pricing in a 90% chance of a rate cut. – This AFTER JJ said – going slow would be more appropriate. – Dollar up, Oil down, Gold up, Bonds down. – CPI is just 24 hrs. away; …
Fed Frenzy, Gold Glimmers, and IonQ’s Quantum Quest: The Markets’ End-of-Year Rollercoaster!/Try the Filet of Sole…
Things you need to know. – NFP is benign – or that’s what they want you to believe. – This week’s CPI & PPI will be the final data point for the FED. – FOMC is now in lockdown mode. – Oil & Gold higher on a NEW Mid-East conflict! – IONQ – a name in Quantum Computing/AI Demands. – …
Stocks Retreat: Froth, Fear, and a Frenzy of Last-Minute Moves as 2024 Winds Down
Things you need to know. – Wow! Stocks retreat? Are the Transports sending us a message? – Today’s NFP report is THE focus. – Keep your eyes on ‘wages and the Unemployment number. – Bonds flat, Oil lower and Gold steady. – Try the Mussel Posilliopo – Feast of the 7 Fishes #3. Stocks went into reverse yesterday – the …
JJ Tries to find the Sweet Spot Between ‘Chill’ and ‘Thrill’, Are the Inmates Running the Asylum?/Try the Bay Scal…
Things you need to know. – Did JJ just ‘tease’ us or did he send a ‘signal’? – Alberto says – maybe we should slow down…. – Trump nominates Atkins – and Bitcoin Charges thru $100k. – Dow pierces 45k, S&P kisses trendline resistance at 6080. – OPEC+ is in a tangled web – what to do? – Try the …
Rally Stalls as Investors Brace for Key Economic Data and Fed’s Next Move/Feast of the 7 Fishes – #1 Linguine & Cl…
Things you need to know. – Are investors getting antsy? Not yet! – Kugler, Daly and Goolsbee all opine on the next move. – JJ took the stage today. – Bonds sold off, yields up, Oil pierces $70 and gold flat. – France on the verge of a gov’t crisis – No Confidence vote today. – Try Linguine & Clams …
Markets Surge to Record Highs, Santa Rally Speculation Continues, XRP Comes Out of the Dark – Try the Veal Cacciatore
Things you need to know. – Stocks rose on a shortened trading day. – Bonds rose, yield fell, oil and gold churn. – XRP? What’s that? Up 390% in 3 weeks. – Trouble brewing in France – Will that be a pre-cursor? – Try the Veal Cacciatore Stocks rose during a shortened trading session and closed November with their largest …
October PCE Report: Inflation Stays Stubborn, Markets React Calmly as Fed’s Next Move Hangs in the Balance
Good morning and Happy Thanksgiving Ok – so yesterday we got the monthly PCE report – the FED’s favored inflation gauge and it did not surprise….…..as expected – it came in a bit ‘hotter’ than last month – but that was expected – I guess the surprise was that it was not even ‘HOTTER’ than the expectation….in any event – …
Holiday Highs: Markets Surge Amid Tariff Talk and Rate Speculation – Try the Pumpkin Pie
Things you need to know. Dow and S&P close at new RECORD highs. Gold rallies, Bonds rally, Oil sits tight. FOMC mins suggest ‘CAUTION’. Claudia and Justin called Mar-A-Lago. Try the Pumpkin Pie Click on the link below to send me a message – put KP in the message box and I will give you a call to discuss markets …
Markets Rally as Investors Cheer Bessent Nomination, Tariffs, and Holiday Optimism – Try the Mini Rice Balls
Things you need to know. Markets celebrate the Scott Bessent nomination. Stocks surge! Trump announces 25% tariffs on Mexico and Canada to stem the flow of illegal immigration. (Tariffs imposed on January 20th). Adds an add’l 10% for China to stop the flow of fentanyl. Bonds, gold, and oil all trade lower – VIX screams ‘nothing to worry about.’ Bitcoin …
