PPI Explodes Higher, Mkts Advanced; CPI This Week – Try the Spaghetti al’ Tonno

Things you need to know. PPI explodes higher…..will CPI follow? Powell takes to 60 mins and says again – ‘Don’t worry’ Big macro data week and earnings are set to begin on Wednesday Global markets all lower as consolidation begins Try the Spaghetti al’ Tonno Friday 8:30 am……the gov’t was expected to announce the PPI [...]

By |2021-04-12T11:04:31-04:00April 12th, 2021|Morning Thoughts by Kenny Polcari|

Fed Says “RELAX”, S&P to kiss 4100? – Try the French Country Chicken

Things you need to know. FED says ‘RELAX”! Investors remained a bit cautious – but appear more bullish today Joey redefines Infrastructure and softens on the corporate tax rate Gasoline stockpiles rise – causing oil to back off just a bit… S&P 4100?  Just 7 days after 4000?  Hold on….. Try the French Country Chicken [...]

By |2021-04-08T11:05:45-04:00April 8th, 2021|Morning Thoughts by Kenny Polcari|

FOMC Day; Jamie Publishes His Letter – Try the Spaghetti Carbona w/Asparagus Tips

Things you need to know. Markets digest the Monday surge. Investors await today’s FED minutes – due out at 2 pm Oil – churns around the trendline as summer approaches Is Jamie Dimon setting the stage for earnings season? Try the Spaghetti Carbonara with Asparagus Tips **I am hosting my bi-weekly Blitzr Live event today [...]

By |2021-04-07T11:07:20-04:00April 7th, 2021|Morning Thoughts by Kenny Polcari|

Non Farm Payrolls Explode!  Investors Chomping at the Bit – Try the Risotto All’ Amarone

Things you need to know. Markets were closed on Friday, Investors unable to react to eco data European investors got the first crack – US investors gearing up now More macro data will sure to confirm a robust recovery Yet – 10 yr yields, inflation and Biden infrastructure plan will cap short term gains S&P [...]

By |2021-04-05T11:03:05-04:00April 5th, 2021|Morning Thoughts by Kenny Polcari|

End of Qtr Shuffle Benefits Tech; Joe Presents his Plan – Try the Gemelli

Things you need to know. End of quarter shuffle – Tech’s benefit 10 yr. yield rises to 1.77% yet stocks rise…are they getting comfortable? Joey makes the presentation – we did not hear anything new – big spending, bigger taxes. Pending Home Sales plunge – as mortgage rates rise and inventory remains low. Try the [...]

By |2021-04-01T11:07:57-04:00April 1st, 2021|Morning Thoughts by Kenny Polcari|

End of Quarter Window Dressing, Disruptive Tech in a Bear Market – Try the Grouper

Things you need to know. Broader market making new highs while tech continues to roll over Yardeni calls for 3% yield on the 10 yr with little to no disruption Disruptive tech in a bear market – what happened to buy the dip? Biden to announce a second ‘social infrastructure program’ costing $2 trillion on [...]

By |2021-03-29T11:04:58-04:00March 29th, 2021|Morning Thoughts by Kenny Polcari|
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