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So far global has created 779 blog entries.

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 [...]

By |2021-03-11T10:14:11-05:00March 11th, 2021|Morning Thoughts by Kenny Polcari|

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 [...]

By |2021-03-10T10:17:27-05:00March 10th, 2021|Morning Thoughts by Kenny Polcari|

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 [...]

By |2021-03-08T10:03:33-05:00March 8th, 2021|Morning Thoughts by Kenny Polcari|

Powell Confuses Markets, No Inflation, No YCC – Try the Grilled Shrimp on a Bed of Orzo

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 [...]

By |2021-03-05T10:08:54-05:00March 5th, 2021|Morning Thoughts by Kenny Polcari|
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