Things you need to know Afghanistan falls like a ton of bricks after the Taliban takes Kabul President Ghani flees country, leaving citizens to fend for themselves Markets are NOT reacting to this news…. but it is reacting to the latest FED headline…. And the Delta variant continues to disrupt businesses and the supply chain Try the Rigatoni in a …
PPI Surges, Delta Creates Chaos, FDA Approves the Booster – Try the Shrimp Scampi
Things you need to know PPI surges yet NOT one comment about the pressure Initial Jobless/Cont Claims improve -so that was the focus Delta continues to create chaos – all while stocks move up FDA now approves a Booster….The bio-techs respond nicely Oil traders lament covid while stock traders ignore covid Try the Shrimp Scampi And stocks go up again….as …
Stocks & Investors Wait, PPI Due at 8:30, Joey Blames OPEC – Try the Mussels Trieste
Things you need to know CPI suggests that prices are cooling, What will PPI tell us? Another FED official bites the dust while Dallas’s Kaplan gets more aggressive Biden appeals to OPEC to pump more oil – That’s funny….. Infrastructure bill makes its way to the House – Will the Progressive Left kill it? Try the Mussel – Trieste Style …
Investors Await More Eco Data – Try the Steak Florentine
Things you need to know Markets churn awaiting eco data tomorrow Treasury yields up, Dollar up (again), and commodities finding stability Bitcoin and Ethereum holding their own. Are we getting ready for that pullback? Try the Steak Florentine Stocks ended Monday somewhat lower, commodities got smacked (think gold, silver, and oil), the dollar index rose, the VIX traded slightly higher, …
NFP was HOT, but Not HOT Enough, DXY Rises Putting Pressure on Commodities – Try the Scallops
Things you need to know NFP report is hot, but not hot enough New virus cases causing renewed concerns for both the vaccinated and the unvaccinated The Dollar Index continues to advance putting pressure on the commodity complex – gold, oil, and the broad commodity index -BCOM all lower No eco data today, but later in the week, we will …
Here we Go! Strap in for NFP! T-90 mins – Try the Pasta Allo Scarpariello
Things you need to know Stocks rallied and Goldy ups the ante! Non-Farm Payroll at 8:30 – estimates span the globe Oil – rallies back a bit, building tensions in the Mid-East JPM – offers access to Crypto funds for their ‘best clients’ Try the Pasta Allo Scarpariello Stocks rallied hard on Thursday…after taking it on the chin on Wednesday …
ADP Misses Raising New Recovery Concerns and HOOD has a Surprise – Try the Perciatelli in a Lemon Butter Sauce
Things you need to know Stocks fall yesterday on the ADP miss and comments by Fed Vice Chair Clarida Oil – gets whacked as the media creates new concerns about the delta variant The VIX is all over the place as it tries to find stability The Reddit boys send HOOD higher – but surprise -the company has an announcement …
NYC Demand Proof of Vax, Mkts Climb Wall of Worry – Try the Champagne Pork
Things you need to know NYC demands Proof of vaccination otherwise you can’t come in Markets sold off wondering what city is next and then shook it off as it climbs the ‘wall of worry’ Earnings continue to surprise, and the macro data surprised as well Oil gets hit again as delta is sure to kill demand (sarcastic) Try the …
Mood Goes from Happy to Concerned and Happy Again – Try the Chicken w/Hot Italian Sausage
Things you need to know The mood goes from buoyant to sour and to buoyant again this morning Oil did test trendline support yesterday and is now moving up More eco data today to support the narrative Vaccinations are beginning to become requirements if you want to go back to work in some parts of the country Try the Chicken …
Delta in the UK – Not The Issue you Think, ADP & NFP This Week – All Eyes Remain Focused – Try the Pea Pesto
Things you need to know “Ain’t happening here, Mate!” – that is the word from the UK…. China reports weaker PMI, Jack Dorsey’s SQ buys Australia’s Afterpay at a 30% premium – stocks in Asia rally European stocks are higher, US futures are surging Last full week of earnings…expect some 100+ reports this week ADP and NFP on Wed & …
