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So far global has created 835 blog entries.

Sit Tight, China Threatens, 30 yr Falls Below 2%, Curve ‘UN-Inverts’ – Try the Roasted Tomato Risotto

Things you should know Macro data IS weakening     a bit – but not collapsing The Curve did invert for     all of a brief moment China announces     retaliatory measures but doesn’t define them (negative) China then hopes for     cooler head to prevail (positive)  Stocks got HAMMERED and then [...]

By |2019-08-16T11:03:41-04:00August 15th, 2019|Morning Thoughts by Kenny Polcari|

Trump Tweets (Worried about XMAS) Mkts Surge, Global Eco Data Disappoints – Mkts Fall – Try the Ratatouille

Things to know Trump Tweets Again –     halts tariffs (for now)  He’s concerned about the Holiday’s Algo’s go psychotic Gold backs off     (expected) And this morning – the     Yield Curve inverts – sending futs LOWER   Trump Tweet Tirade……which two weeks ago set off a global re-pricing of stocks, bonds, [...]

By |2019-08-15T11:06:10-04:00August 14th, 2019|Morning Thoughts by Kenny Polcari|

Macro Chaos Continues; Investors Go Risk Off – Try the Vermont Maple Syrup/Bourbon Marinade

Things you should know.. Protests in HK force     another day of closure at the airport Is China gearing up to     Invade and Crush? Argentina becomes a     crisis (again)  - Cristina Fernandez de Kirschner rises (again) Treasuries and Gold     become BEST performing Assets   A Black Swan theory (event) [...]

By |2019-08-14T11:11:46-04:00August 13th, 2019|Morning Thoughts by Kenny Polcari|

Mkts Under Pressure (Again), HK in Crisis, Trade Talks May Stall, Italy looking for a New Gov’t – Try the Baby Back Ribs

Monday - August 12, 2019 Things you need to know Mkts under pressure this     morning Unrest in HK GS sours on growth Gold continues to surge     on all this angst.   So – what a week it was and for many – they are glad that it is behind us…from Monday’s plunge [...]

By |2019-08-13T11:03:03-04:00August 13th, 2019|Morning Thoughts by Kenny Polcari|

Mkts Choke, US Accuses China of Currency Manipulation, Futs Plunge Overnight, China Stabilizes – Try the Grilled Cheese

Things to know… China says “We are not a     currency manipulator” US Futs plunged another     600 pts overnight China steps in to     stabilize Yuan US futs rebound and now     look to open higher (that’s relative) UGLY, UGLY, UGLY……Global mkts shuddered and the US mkt got smashed…..By now [...]

By |2019-08-07T11:16:23-04:00August 6th, 2019|Morning Thoughts by Kenny Polcari|

China Let’s Yuan Weaken, Global Mkts Fall, What will DT say now? Try the Chicken w/Hot Sausage and Cherry Peppers

Things you should know China allows Yuan to     weaken Global Mkts Under Fire Trump Yet to Tweet   Stocks ended lower on Friday – marking their worst week in more than two months…..NFP report on Friday?  Was in line – but it seemed to be tossed aside. No one was really paying any attention [...]

By |2019-08-06T11:03:50-04:00August 5th, 2019|Morning Thoughts by Kenny Polcari|

Trump Slams China w/More Tariffs – Both Sides Vow To Fight On – Try the Green Pea Pesto

Things you need to know -              Trumps Shakes up Trade – Imposes new Tariffs -              Mkts around the Globe feel the pain -              China vows to retaliate and fight on -              Is it time to go shopping?   The Americans (think Mnuchin and Lighthizer) returned from Beijing empty handed (whatever happened to that “We’re 90% [...]

By |2019-08-02T11:10:42-04:00August 2nd, 2019|Morning Thoughts by Kenny Polcari|

BoJ Leaves  Rates Unchanged, EZ Reports Weaker Confidence & the US is CUTTING?  Try the Perciatelli w LemonButter

Things you need to know Eurozone confidence data     is lowest in 3 yrs BoJ leaves rates     unchanged Both those continents     reporting ongoing weakness yet no one cuts rates (they are already     negative) US economy is robust and     we are cutting  -  Stocks marched in place [...]

By |2019-07-30T10:25:28-04:00July 30th, 2019|Morning Thoughts by Kenny Polcari|

ECB Considers Stocks, Earnings Continue to Roll Along, Mkts Prepare for US.China Trade – Try the Chicken/Sausage and Sweet Vinegar Peppers

Things you need to know European mkts re-group     and consider even more stimulus from the ECB FED backed into a corner     – must cut next week (Whether we need it or not) Oil remains stuck in the     $55/$58 range – no matter the tensions in the mid-east  OK – [...]

By |2019-07-27T11:02:17-04:00July 26th, 2019|Morning Thoughts by Kenny Polcari|
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