Stormy Weather? Don’t Be Crazy! – Try the Champagne Linguini

Things you need to know. It was a global celebration!  Stocks surged around the world. Apparently, everyone worried about where US 10 yr. yields are going. Eco data remains strong, almost too strong. Fundamentals continue to suggest higher rates so expect volatility to continue. Dollar rallies a bit, commodities decline, OPEC hints at supply increases. [...]

By |2021-03-02T10:07:26-05:00March 2nd, 2021|Morning Thoughts by Kenny Polcari|

Rates, Rates, Rates….Which Rate Will You Focus on? – Try the Chicken Pizzaiola

Things you need to know. Rate surge caused market to stumble – Stocks took turns getting hit. Reassurance by central banks is helping yields to back off – Stocks around the globe rally and – Goldy says ‘don’t be ridiculous.’ CDC approves the J&J vaccine, and the House passes a $1.9 trillion relief bill. CPAC [...]

By |2021-03-01T10:06:36-05:00March 1st, 2021|Morning Thoughts by Kenny Polcari|
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