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 …
Goodbye 1st Qtr, Don’t let the Door hit you on the way out – Try the Grilled Shrimp on a bed of Orzo
Things you need to know 1st quarter of 2022 – was one of the worst in memory – yet stocks managed to rally in March Oil trades lower as Joey promises to help and China goes into lockdown again NFP due out – but will it really change the course of monetary policy? Inflation continues to surge, and the bond …
It’s Quarter End, Vlad Refuses a Cease Fire and Joey Announces an SPR Release – Try the Veal Rollatini
Things you need to know Vlad has no intention of supporting a cease fire yet Oil under pressure after Joey announces the release of more oil from the SPR It is the end of the quarter – expect lots of window dressing today Tech resistance levels ‘ill prepared to fight – just like the Russians’ The move up has been …
“Thank you Sir, May I have Another…..” – Try the Farfalle…
Things you need to know Assume the position and ask for more! (Animal House – 1978) Oil advances after yesterday’s 9% decline Cease fire talks continue in Turkey – Investors are hopeful for something 2’s and 10’s getting closer to inversion 3 FED speakers over the next 3 days…. Listen to what they say… Crypto’s holding tight Try the Farfalle …
Stocks Kiss 4560 (almost) and find Resistance – Try the Short Ribs
Things you need to know Stocks test higher and find resistance at 4560 – will it try again today? Vlad pushes to take control of the Eastern part of Ukraine – while Zelensky reaches out to ‘find a solution – not surrender’ China shuts down a city of 25 million to test for covid after 50 new cases were reported …
West Comes Down Hard on Vlad, Stocks Rally – Try the Spring Minestrone
Things you need to know Stocks continue to thrash around Geo-political issues driving the action Can the FED avoid a recession? The West continues to come down hard on Vlad Try the Spring Minestrone Stocks continue to ricochet around…. Down on Monday, Up Tuesday, down on Wednesday, Up Thursday and this morning stocks are essentially flat as they try to …
Stocks Remain Anxious, New Home Sales Fall as Rates Rise – Try the Risotto
Things you need to know Stocks fall yesterday as investors re-think some of the issues Stocks rise this morning as confusion reigns. Oil surges by another 4.7%, Commodities rise by 2.6% New Home Sales fall – Mortgage rates RISE – Hello? Ukraine crisis is now 1 month old Try the Cauliflower Risotto w/Truffle Butter and Shaved Parmegiana Stocks go into …
Jay Says More and Stocks Go Higher While Bonds Get Smashed – Try the Rigatoni
Things you need to know Jay signals larger hikes and stocks surge/bond plunge Will history repeat itself? Sure looks like it… Oil took a breather but is higher again today New Home Sales due out at 10 am Joey goes to Europe and Ketanji goes to Capitol Hill Try the Rigatoni with Sausage and Brocolli So, Jay gets more aggressive, …
Say It Ain’t So! – Try the Champagne Chicken Breasts
Things you need to know Jay changes the conversation yet again and admits that they ‘might be behind the curve’ Expect a 50 bps move in May – Or should it be in April? Oil – surges 7% – Saudi’s demand more security from the US if we want more oil…. Wait – don’t we have oil underneath the US? …
Stocks End Strong; Oil Pushing $109/barrel – Try the Pork Chop Pizzaiola
Things you need to know Stocks ended the week strong but are churning this morning Oil rallies back towards $110/barrel, Gasoline making new highs Vlad continues to push while Ukraine pushes back – There is no peace yet Try the Pork Chop Pizzaiola Good Monday morning…. Stocks ended last week with strong gains…. notching their best week since November of …
