Jay to Explain Why Inflation is Now NOT so Transitory/Try the Pumpkin – Butternut Risotto

Things you need to know – Global markets under pressure – Gas shortages across the UK causing angst – brent pierces $80/barrel WTI following suit – now trading about $76/barrel up 23% since mid-August Jay Powell to explain to Congress why inflation is no longer ‘transitory’ 2 Fed Presidents resign after revelations of massive gains [...]

By |2021-09-28T11:02:30-04:00September 28th, 2021|Morning Thoughts by Kenny Polcari|

German goes Center Left, Bitcoin & Ethereum are UP and DC Battles Over Stimulus and the Debt Ceiling/Try the Tuscan Soup

Things you need to know – It’s a big week in DC…Will the Dems force $3.5 trillion down our throats? Evergrande and Crypto’s are not creating market angst at all…. German elections show support for center left vs. center right 10 Yr. Treasuries heading towards 1.6% – short term cap for markets Try the Tuscan [...]

By |2021-09-27T11:06:23-04:00September 27th, 2021|Morning Thoughts by Kenny Polcari|

Jay Powell sends Investors into A Buying Frenzy/Try the Pan Roasted Chicken in a Dijon – White Wine Sauce

Things you need to know  Global markets digesting yesterday’s surge higher – no surprise China now has two issues – Evergrande and Crypto Bitcoin and Ethereum under pressure There is no eco data to drive the move, so its all about the continued interpretation of the FED Try the Pan Roasted Chicken in a Dijon/White [...]

By |2021-09-24T11:06:23-04:00September 24th, 2021|Morning Thoughts by Kenny Polcari|

FED Keeps Feeding the Beast; Beijing Warns of a Possible Storm – Try the Pasta Nonna

Things you need to know  *             Jay is both Hawkish and Dovish – figure that one out! *             Markets focus more on the Dovish commentary – again accentuating the positive vs. the negative *             Global markets are all higher at 6:30 am *             China warns the country to prepare for a possible storm over the [...]

By |2021-09-23T11:06:30-04:00September 23rd, 2021|Morning Thoughts by Kenny Polcari|

PBoC Injects $14 billion into Economy, FED Due to Reveal the Dot Plot – I’m having a Martini!

Things you need to know  Evergrande is set to make at least one of their payments tomorrow – PboC injects $14 billion into economy…. Asian markets mixed, European markets higher and US futures higher as well Countdown to the FED…. T- 8 hrs. until the announcement – What will the Dot Plot suggest? I’m having [...]

By |2021-09-22T11:11:51-04:00September 22nd, 2021|Morning Thoughts by Kenny Polcari|

Evergrande was Just a Flash in the Pan; All Eyes Now on the FED – Try the Italian Wedding Soup

Things you need to know  Was the Evergrande crisis a moment in time? Stocks around the world are in RALLY mode after investors discount the panic over an Evergrande default. Today starts the FOMC meeting…. along with all kinds of speculation – Will the FED remain in a dovish stance? Try the Italian Wedding Soup [...]

By |2021-09-21T11:06:38-04:00September 21st, 2021|Morning Thoughts by Kenny Polcari|

Global Markets Under Pressure – Evergrande on the Edge as we Wait for the FE – Try the Linguine Puttanesca

Things you need to know  Evergrande causing global angst – Markets around the globe getting slammed.  Is this another ‘Lehman Moment’? 72 hrs. until the FED announcement…. Will we get any clarity on the plan? Nat Gas – continues to soar – Europe getting hit incredibly hard – Try the Linguine Puttanesca Stocks are now [...]

By |2021-09-20T11:05:09-04:00September 20th, 2021|Morning Thoughts by Kenny Polcari|

The Consumer is Alive and Well – Try the Green Tomato Bruschetta

Things you need to know  Eco data is strong – the consumer is fine Philly Fed Survey is strong, manufacturing is healthy Oil demand is up, sending prices higher (imagine that) It’s the Weekend – Try the Green Tomato Bruschetta My appearance with Charles Payne on Making Money yesterday on Fox Business….(Click below) – We [...]

By |2021-09-17T11:07:05-04:00September 17th, 2021|Morning Thoughts by Kenny Polcari|

Stocks March Up and then Down as We Await the FED – Try the Grilled Halibut

Things you need to know  The churn continues – stocks edge higher as the VIX retreats Oil now trading at $72.64/barrel – as demand is alive and well The FED is now in the blackout period – announcement due next Wednesday Negotiations continue in DC – Democrats tell us it is NOT about redistributing wealth [...]

By |2021-09-16T11:02:41-04:00September 16th, 2021|Morning Thoughts by Kenny Polcari|

CPI is ‘Cooler”, Investors Fearing an Economic Slowdown, Stocks Get Hit – Try the Egg Fettuccine w/Lemon Cream

Things you need to know  CPI is ‘cool’ or just not as ‘hot’ as expected This gives the FED more cover….mkts expects no announcement Investors though are growing more concerned about a slowdown The seasonal volatility is alive and well. Try the Egg Fettuccine with a Lemon Cream Sauce The CPI (Consumer Price Index) revealed [...]

By |2021-09-15T11:02:18-04:00September 15th, 2021|Morning Thoughts by Kenny Polcari|
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