Things you need to know Jimmy B – hints at a 1% move – who will join in? Oil – surges higher yesterday after Libya halts exports and China hints are re-opening parts of Shanghai It is another big day for earnings – bottom lines beat, but top lines are hinting at tougher times ahead. The path of least resistance …
Stocks are Weaker, ZeroHedge Questions Xi Xi’s Motives – Try the Veal Cutlet Caprese
Things you need to know After the long weekend – markets are lower again Treasury rates continue to move higher It is a big earnings week – many of the big, multinational, mega cap names this week Oil – back at $107/barrel and going up as we enter the spring/summer season Twitter still in play – enjoy the show Try …
Inflation Make a New High! Lonnie Bids for TWTR – Try the Pan Seared/Oven Roasted Thighs
Things you need to know Inflation surges to new heights – But it is ‘peaking’ (Laugh) Markets surge – ignoring data as investors go bargain hunting 10 yr. yields back off a bit – More bank earnings…. watch the guidance. Lonnie Musk stirs it up Try the Pan Seared/Oven Roasted Chicken Thighs **BREAKING NEWS – LONNIE MUSK BIDS $54.20/SHARE FOR …
Will Investors Ignore a Strong PPI? Earnings have Begun! – Try the Farfalle
CPI was hot…how hot will PPI be today? Earnings have begun…BLK beats (no surprise) while JPM misses slightly but sees trading revs surge amongst the chaos Oil up 8.5% in 3 days…now trading at $102/barrel and going higher Bitcoin fails to hold $40k….is $35k next? Try the Farfalle w/Sausage, Peas, Tomatoes and Cream Inflation accelerated to 8.5% – levels not …
It’s CPI Day! Mkts Await – Try the Easter Ricotta Pie
Things you need to know It is all about the CPI today and PPI tomorrow Today’s report should seal the deal for the FED – 4 – 50 bps hikes is the expectation Oil – lost 3% yesterday and are up 3% today….as OPEC warns of tight supplies Earnings begin tomorrow…. Try the Easter Ricotta Pie And the selling gains …
China Eco Data, Key US Eco Data & Aggressive Fed Policy Sending Stocks Lower – Try the Leg of Lamb
Things you need to know The weekend came and went and the crisis in Ukraine continues Oil – comes under pressure this morning as the demand destruction story gains steam Treasury’s yields pushing higher ahead of KEY economic data this shortened week The VIX up 24% last week and going up Lonnie Musk is NOT joining the board of Twitter …
Stocks Re-Price on the Latest FED Commentary – Try the Spaghetti Al’ Tonno
Things you need to know Markets attempt to re-price based on the more hawkish comments Treasuries continue to decline sending yields higher Can the FED convince investors that they ‘got this’? Try the Spaghetti Al’ Tonno **I am out tomorrow – so my next note will be on Monday – have a good weekend. ** And the FED mins did …
Lael Becomes a HAWK! and TWTR Finds a Spot for Lonnie – Try the Pork Loin in Peach Sauce
Things you need to know Lael Brainard makes history- becomes a Hawk after living life as a Dove Algo’s did not like what they heard and boom – they shoot first and ask questions later. The Dow was the winner – falling less than 1% while the others got slammed (think large cap VALUE – Hello?) Oil retreats on economic …
Musk ignites Excitement – But What Does it Really Mean for Mkts?-Try the Chicken Scampi
Things you need to know Eco data weak – but it was expected Lonnie ignites a fire in Technology – sending Nasdaq up 2%. JPM warns of massive losses out of the Russian crisis – Who is next? Oil – rallies 4% and is higher again today Try the Chicken Scampi Factory orders were weak – coming in at -0.5%, …
Treasury Curve Inverts Across the Spectrum – Try the Spaghetti w/Leeks & Pancetta
Things you need to know Job market is strong, but bond market is inverted across the spectrum Earnings begin next week and T-14 days until taxes are due FED members making more noise about 50 bps (yawn) The IEA joins the US in releasing oil from strategic reserves Just to be clear – a recession IS coming…. Try the Spaghetti …
