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So far global has created 779 blog entries.

Don’t Worry, Be Happy or Disco Inferno?; Rate Surge – Try the Pork Cutlets Milanese

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 [...]

By |2021-03-04T10:05:37-05:00March 4th, 2021|Morning Thoughts by Kenny Polcari|

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|

It’s About the Theme! – Try the Marinated Pork Loin

Things you need to know. Its all about the THEME Stocks did a 180 yesterday and are breathing today. Dollar continues to weaken – sending commodities up again. Dollar continues to weaken – supporting the big multi-nationals too! Wil today’s macro data continue to ‘exceed expectations?’ Try the marinated Pork Loin. The THEME:  Exceeding Expectations…. [...]

By |2021-02-25T10:03:52-05:00February 25th, 2021|Morning Thoughts by Kenny Polcari|

Powell Rescues the Day! Investors go for the Dip – Try the Linguine Try-Colore

Things you need to know. The decline was brought to a halt as Powell confirmed the FED’s commitment. Inflation?  Do not be ridiculous – move on, nothing to see here. Yields?  3% is now what they want us to believe is the tipping point. Weaker dollar is supporting commodity prices – complex up across the [...]

By |2021-02-24T10:11:35-05:00February 24th, 2021|Morning Thoughts by Kenny Polcari|

Stocks getting Slammed; How Hot is Hot? – Try the Glazed Chicken Breasts

Things you need to know. Tech got crushed yesterday and is getting crushed again today. Investors now taking notice and re-pricing the broader market. Yields and Inflation now front and center in investors’ minds. Fed Chair Powell to address Congress today…. Everyone will be listening. Oil up 5% in 2 days, and Bitcoin down 22% [...]

By |2021-02-23T10:03:30-05:00February 23rd, 2021|Morning Thoughts by Kenny Polcari|
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