Things you need to know. Investors reconsider the inflation narrative Stocks sold off – Tech once again gets smashed European markets under pressure as more lockdowns are announced AZN vaccine gets the OK from European regulators Drama in Alaska – It’s just noise Oil retreats as the hysteria crew creates hysteria over demand Try the Garganelli So, did the meltdown …
FED Serves up Lucky Charms that are Magically Delicious – Try the Halibut
Things you need to know. The FED served up a bowl of Lucky Charms. And they are sticking around now until at least 2024! Rates to remain at zero, while inflation and the economy heat up. 10 Yr. Yields spike to 1.71% and the sun has not even risen yet. Bitcoin up, Oil down Try the Halibut. Bingo – Fed …
The Clock Ticks, Jay Walks the Line – Try the Corned Beef and Cabbage
Things you need to know. St Patrick’s Day – but Markets are RED not Green T-8 hrs until the clock strikes 2 pm 10 yr treasuries ticking UP in early trade Global markets await… It’s all about DOTS Try the Corned Beef and Cabbage Happy St Patrick’s Day – Drum roll please………oh it is so exciting….T- 8 hours…..until Fed Chair …
What will the Dots Say? Experts Opine – Try the Leg of Lamb
Things you need to know. Stocks rally, yields back off and the FED gets ready to expose the ‘Dots’ Talking heads all jawboning investors to expect 2% yields and not to worry All eyes on the FOMC tomorrow – Inflation? Don’t be silly New lockdowns across Europe and Astrazeneca gets cancelled Oil takes a breather – but that short term …
Churn Continues/GS predicts 2% sooner – Try the Pork Loin w/Peach Honey Glaze
Things you need to know. The churn continues – and Goldy say’s ‘not to worry about 2% rates’ Macro data is mixed and that is sending mixed signals to investors European Mkts are higher while Germany warns of a 3rd wave Yellen tells us again – there is no inflation – Period Bitcoin pierces $61k and then falls 8% Try …
It was RISK ON yesterday and RISK OFF Today! – Try the Linguine & Clams with a Twist
Things you need to know. ECB promises to buy more bonds – stocks surge FED promises to buy more bonds – stocks surge Growth tries to catch up with Value This morning – the tone has changed – the 10 yr pierces 1.6% again Futures go negative and Tech under pressure again Dollar bounces off of support, Oil is flat …
Macro Data is Benign; Stocks Surge – Try the Pan Seared Flank Steaks
Things you need to know. Macro data suggests benign pressures – stocks surge PPI comes tomorrow…will it reflect the same pressure as last month? Debt auctions showed plenty of demand – yields fall – stocks surge. The House passes ‘the most progressive agenda’ to date – Joey about to sign. Dollar weakens, Oil strengthens. Bitcoin trades at $55,500 and Ethereum …
RISK ON!, CPI could dent psyche – Are We Playing – I’ve Got a Secret? – Try the Mac & Cheese
Things you need to know. Headlines say it all Was the TECH investor reaction in fact another ‘over-reaction’? CPI today will dominate the conversation – will the gov’t play “I’ve got a secret’? 3’s 10’s and 30’s coming to market – How will investors respond and where will yields go? Open states are Booming….It’s time to get going… Not your …
Yellen/Tepper Temper mats; 10 yr drops; Stocks Surge – Try the Pan Seared Sea Bass
Things you need to know. It was a Yellen/Tepper rally – who will speak today? 10 yr yields drop to 1.52% – futures are higher Nasdaq under pressure for a couple of days is seeing big bargain hunting The dollar is up about to kiss trendline…Rates will decide the next move The House sends Covid-19 Relief bill to Biden while …
NFP Surprises, Senate Passes Relief Bill, Saudi Oil Under Attack – Try the Lemon Chicken
Things you need to know. NFP report blows the window out of the bus – stocks surge The Senate passes the $1.9 trillion relief bill – of which only $600 billion goes directly toward relief. Saudi oil field comes under attack by Yemeni Houthi’s – oil spikes 10 Yr Yields pushing 1.6% again…causing mkts to pause Talking heads pushing the …
