Things you need to know. – FED stays on hold. – Donny not happy. – MSFT & META beat, TSLA misses – AAPL out tonight. – Oil down, Gold up, Bonds steady. – Try the Spaghetti w/Garlic Confit, Caccio & Pepe BAM, BAM & BOOM……Stocks were weak all day, and got weaker into the announcement – then they rallied at …
What a Difference a Day Makes: Markets Rebound as Tech Stocks Shake Off AI Fears – Try the Giambotta
Things you need to know. – Markets calm down after the shot across the bow. – It’s FED Day…. Don’t expect any surprises. – Tech Earnings kick off…META, TSLA & MSFT after the bell. – BABA introduces their latest AI model. – Try the Giambotta “What a difference a day makes, 24 little hours, Brought the Sun and the Flowers, …
DeepSeek’s – Crushes Tech, Panicked Sellers Lost Their Minds, Calm Buyers Had a Feast – Try the Champagne Chicken
Things you need to know. – China creates global tech havoc – Did they get short the Semi’s on Friday? – NVDA and others get clobbered. – This story is far from over, but in the end, competition is good. – Money moves into the safety trade – Staples, Healthcare and Treasuries benefit. – Earnings, Earnings and Earnings…BA misses BIG …
Tech Turmoil: DeepSeek Disruption Sends Markets into a Tailspin/Try the Chilean Sea Bass
Things you need to know. – Stocks paused the rally on Friday. – DeepSeek stuns the AI world over the weekend causing tech to hemorrhage overnight. -The VIX surges by 40% – The FOMC meeting starts tomorrow and ends on Wednesday. – Another BIG earnings week. – Try the Pan Seared, Oven Baked Chilean Sea Bass The stock market – …
Stocks Soar, Trump Roars, and Momo ETF Scores: Markets Defy Gravity Amid Davos Drama/Try the Mozzarella in Carozza
Things you need to know. – Stocks continue to push higher. S&P pierces another century mark. – Stargate, Crypto, a softer approach to tariffs and strong earnings are all driving stocks higher. – Bond yields hold steady, Oil declines and Gold teases $2800. – Try the Mozzarella in Carozza So, I’ve been away for a couple of days – speaking …
Mkts on the Move, JPM Says US economy is in ‘Go’ Mode, Trump Declares a ‘New Golden Age’ – Try the Chicken Boscaiola
Things you need to know. – And so, it begins (again). – Futures whipsaw but are higher this morning. – Bitcoin surges then declines then surges again. – JPM says – Trump is ‘very pro-business and US economy is in “GO” mode. – 25% Tariffs on Mexico & Canada on February 1? – World Economic Forum Boondoggle kicks off in …
Rally Fizzles Out, Mortgages Pierce 7%, Tech Under Pressure -Try the Polpette di Nonna
Things you need to know. – The explosive rally – had NO follow thru. Tech once again under pressure. – Apple now in correction territory as worry builds over China. (I am not concerned). – Cleveland’s Hammack calls it like it is. – Bonds rally, Gold and Oil hold steady. – Next week brings a new administration and new policies. …
CPI was in line, Banks Rake It In, and Gold Gleams Bright! Try the Sicilian T-Bone.
Things you need to know. – CPI does not boil over! – Bank earnings stun the street – banks making money hand over fist. – Stocks surge as investors and algo’s jump back in. – Street still betting on a July rate cut! – Mixed messages from 3 FED heads. – Try the Sicilian Style T-Bone. “What a day for …
Swimsuits On! Buyers Dip Their Toes in the Water/SMID’s and Transports left hi/dry/Try the Risotto Siciliana
Things you need to know. – The Dippers come in to save the day. – PPI today, CPI tomorrow – What will it reveal? – 10 yr yields pushing 4.8%. – Oil Up, Gold flat. – JPM, GS, BAC, WFC, & C all due to report – Try the Risotto Siciliana Ok – take a breath…. the bulk of the …
Business Rundown: The Jobs Report That “Shook the Market”
The jobs report last Friday, which exceeded expectations, may have been positive for the labor market, but now Wall Street sees the chances of another rate cut fading while inflation fears are further stoked. Fox Business correspondent Lydia Hu speaks with Slatestone Wealth’s Chief Market Strategist Kenny Polcari about why this jobs report shook the market, the inflation data to …
