Things you need to know. Earnings begin with a bang – 100% of the companies that reported beat on all lines… Go figure. CPI runs much hotter than expected, prompting treasuries to fall and yields to rise – Today brings us the PPI report. Jay Powell to appear on the Hill today and tomorrow…investors will be listening intently. Try the …
Get Ready ‘Cause Here I Come’ – Earnings and Inflation Data/Try the Grilled Apricot – Honey Dijon Chicken Thighs
Things you need to know. Get ready ‘cause “Here I come” …. Earnings and inflation data out soon Dow, S&P and Nasdaq all make new closing highs. Treasuries steady, Oil is up, VIX is down. JNJ Vaccine tied to Guillain Barre Syndrome? FDA says, ‘not sure.’ PFE is pushing for a 3rd round…. Try the Grilled Apricot/Honey Dijon Chicken Thighs …
Earnings; Inflation Data Points & Branson Kisses the Edge of Space – Try the Pasta Piselli
Things you need to know. Investors remain a bit confused – stocks up then down, then up again…this morning they look weaker Yields continue to fall – the 30 Yr bond breaks 2% Earnings to start tomorrow – Financials kick it off Inflation data points Tues & Wed…Sit tight ECB – Did Christine hint of a change? Try the Pasta …
Eliminate the NOISE, Listen to the MUSIC – Try the Soft Shell Crabs
Things you need to know. Risk Off and then it is Risk On! Delta Variant – not so fast – there are so many other issues affecting investor psyche. Earnings begin next Wednesday…expectations are running high. Try the Soft-Shell Crabs Good morning …..let’s be clear…..stocks did not drop on Thursday because of the Delta Covid variant, stop the hysteria….stocks dropped …
The FED Hints at a Change; Investors Re-think Valuations – Try the Salmon w/Lemon Dill for Brunch
Things you need to know. And the FED take to the stage and hints at a possible change. Markets closed higher yesterday, but today are rethinking the narrative. Global markets are under pressure…. European markets all down > 2% US futures pointing to a ‘struggle’ today…. Try the Salmon in a Lemon Dill Sauce for Sunday Brunch Good morning……and what …
China Not Happy with DIDI; FOMC to Reveal at 2 pm – Try the Shrimp Scampi
Things you need to know. China comes down hard on DIDI – stock falls 21% – weaker again today. Services PMI misses the mark – causing some to scream ‘slowdown.’ FOMC mins due out today at 2 pm…Dovish or Hawkish? Oil up 1.6%, No OPEC deal yet…Demand is strong. Try the Shrimp Scampi over Linguine Danger, Will Robinson, Danger! (For …
It’s a Goldilocks Economy, 10 Yr Falls, Stocks Rise, OPEC Fails to Agree on a Deal – Try the Roast Pork Loin w/Peaches and Honey
Things you need to know. NFP reports suggests a ‘goldilocks recovery.’ 10 yr. treasuries fall again – giving more fuel to equities. Dow, S&P and Nasdaq all notch new closing highs OPEC+ remains in turmoil – no production increases on the horizon – Oil surges up and thru $76/barrel. REvil – launches a global supply chain ransomware attack. Try the …
OPEC Postpones Decision, Oil Surges, Jimmy B is a Comedian & Xi Xi Makes a Veiled Threat – Try the Baked Wings
Things you need to know. OPEC has an internal fight, oil surges Xi Xi – turns up the temperature on Taiwan, what will Joey do? Will the NFP surprise or disappoint? Investors await Jimmy B – becomes a comedian….LOL Try the Baked Wings And the economic reports continue to come in strong fueling another advance ahead of today’s all-important NFP …
Energy ends the 1st half up 42%! Value beats Growth – Try the Summer Pasta
Things you need to know. Value stocks end the quarter on a plus tick, while growth stocks end on a minus tick. Energy ends the 1st half up 42% while Utilities eke out a 1% gain. Treasuries at 1.48%, DXY at 92.49, Oil at $74.50 while gold sits at $1,776 Eco data today and tomorrow will drive the action. Try …
Its the End of the Quarter & Half! – Try the Grilled Pork Chops
Things you need to know. Conference board suggests Americans are optimistic. Today marks end of month, quarter, and 1st half of 2021 – expect plenty of window dressing. ADP And NFP will be the drivers this week as we move into the long weekend. OPEC to announce their next move tomorrow – Oil is up and likely to go higher. …
