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So far global has created 836 blog entries.

Mkt Under Pressure (Again), Investors Re-Price for 25 BPS Cut, Powell Presents Tomorrow – Try the Rigatoni

Things you should know Oil remains in the range Mkts re-pricing the 50     bps cut and assuming 25 bps Powell to take a ‘less     dovish stance’ Earnings, Earnings     Earnings….   So stocks continued to trend lower – as the we move closer to the FED’s testimony this week (Wednesday/Thursday) in [...]

By |2019-07-10T11:10:59-04:00July 9th, 2019|Morning Thoughts by Kenny Polcari|

Germany Reports Another Weak Number, US Reports a Strong Number – Mkts Confused so they Back Off – Try the Lemon Basil Swordfish

Monday - July 8th - NFP Rocks It!  US Creates 224k jobs -  Germans report ‘much weaker’ Manf and ‘weaker’ Industrial Production - FED Chair Jay Powell to address congress on Wed/Thursday -  UK set to elect a new Prime Minister   Stocks managed to close on the highs on the abbreviated session on Wednesday…..as the [...]

By |2019-07-10T11:10:59-04:00July 9th, 2019|Morning Thoughts by Kenny Polcari|

US/China Move Forward, OPEC Extends Cuts, Stocks and Oil Surge – Try the Clam & Mussels Posillipo for the 4th.

Monday July 1, 2019 Things you need to know US and China agree to move forward Saudi, Russia and Iraq agree to extend production cuts 6-9 months Oil surges up and thru resistance (no surprise) Global mkts celebrate Celebrate good times – Come On!  Stocks ended the month, qtr and 1st have of the year [...]

By |2019-07-05T11:03:26-04:00July 4th, 2019|Morning Thoughts by Kenny Polcari|

US Iran Trade Punches, Fed Chair Re-Thinks Rate Cut & Stevey Tells us it’s 90-% Done – Try the Zucchini Flowers

Things you need to know  Fed Chair has a change of heart? US/Iran continue down a     slippery slope US/China move forward – Mkt     surge  Stocks took it on the chin on Tuesday…….Dow lost 180 pts, S&P lost 27 pts, Nasdaq gave up 120 and the Russell fell 9.   Tensions between [...]

By |2019-06-28T11:07:09-04:00June 28th, 2019|Morning Thoughts by Kenny Polcari|

Mexico, China Drive Action, Oil Collapses as it Breaks Support – Try the Pasta Fresca w/Grilled Shrimp

Things you need to know Mexico trade war     continues to dominate global action New Chinese rhetoric     also turns up the heat Trump visits the UK Indexes break long term     support and now look for stability – VIX spikes.   Stocks got slammed on Friday -  closing on the lows setting [...]

By |2019-06-04T11:10:04-04:00June 3rd, 2019|Morning Thoughts by Kenny Polcari|
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