Things you need to know. Markets got a bit anxious last week – and remain a bit anxious this morning. Earnings are in full swing – this week will give a clue across a range of industries – so pay attention. OPEC+ comes to an agreement – is adding 400k bpd, oil lower, traders not [...]
Things you need to know. Jay Powell takes to the Hill and says, ‘nothing to see here’ and he is set to do that again today. PPI supports CPI – prices are rising and rising fast – Used Car anyone? Growth takes the lead over value – but for how long? 10 Yr. Treasuries push [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]