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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
Things you need to know. Powell talks out of both sides of his mouth – frustrating trader types OPEC holds the line on production- oil surges NFP report today…will it disappoint? Nasdaq in correction territory – The others remain in the normal band Dollar rises, sending gold lower Try the Grilled Shrimp over Orzo Powell [...]
Things you need to know. Treasuries spike again -causing renewed angst. Fed Chair Powell will take center stage – can he calm the tone? The battle remains over the pace of rate increases. Will the song change from ‘Don’t Worry Be Happy’ to ‘Disco Inferno’? Try the Pork Cutlet Milanese So, I guess…. the markets [...]