Things you need to know. Friday’s rally appears to be fading – FOMC mins due out on Wednesday Inflation is becoming even more top of mind, investors are nervous and the Fed says that they are staying the course Lonnie Musk disrupts the crypto world on Sunday sending Bitcoin plunging 10 yr treasury holding tight, [...]
Things you need to know. BLS reports PPI – Investors ignore the increase Companies adding 10’s of ‘1,000’s of new jobs – Base wages rise Investors go bargain hunting – the value trade is still in the lead Musk now tweeting and supporting Doggey Coin – it rallies 37% Try the Seared Halibut w/ Orange [...]
Things you need to know CPI spikes higher than expected, Some investors run for the exits We get PPI today – What will that reveal? Lonnie Musk causes confusion in Bitcoin sending it reeling down 15% And that takes all of the other crypto’s with it… Oil falls as the Colonial Pipeline comes back on [...]
Things you need to know. The clock ticks towards 8:30 – Will CPI create a storm? 10 yr yield holds tight at 1.62%, while the VIX spikes by 11% Oil is rallying again as many east coast states report gas shortages Jimmy Bullard says ‘Don’t be ridiculous – It’s too early to discuss’ Try the [...]
Things you need to know. Inflation concerns taking its tolls on stocks around the world as the ‘tech wreck’ goes global. No eco data today – so the conversation is all about Wednesday and Thursday. Colonial Pipeline expects to be back by the weekend. Key S&P levels identified, and circuit breakers are on alert. Try [...]
Things you need to know. NFP Misses BIG – Stocks Surge on the news Dems use it to suggest that the recovery is weak, and we need MORE money. Investors & Traders now assume that the taper conversation may not happen in the fall and that accommodation on all fronts is alive and well. And [...]
Things you need to know. It’s NFP day…will the report surge thru the whisper number? Unemployment is expected to fall to 5.8%, Underemployment remains at 10% Tech rallied into the close, are buyers suddenly finding value in tech? Oil, unchanged, the Dollar is weaker and the 10 yr is at 1.57% Try the Gemelli w/Sausage [...]
Things you need to know Vice Chair Richie Clarida tries to settle the markets. Economists and Boston Fed Pres Rosengren think its time to start thinking about it. Inflation, Rates & Taper continue to pressure the high growth names. Smart money favors value Dollar weaker ahead of NFP, Oil higher as inventories plunge Try the [...]
Things you need to know. Japan and Taiwan monitor the Chinese warship in the East China Sea Janet Yellen lobs in a comment – hitting investors upside the head. Oil surges up and thru $65/barrel as crude stockpiles plunge suggesting strong demand – hello? US futures are up today, European markets are up +1% as [...]
Things you need to know. Investors trade tech names for recovery names It is the Growth vs. Value Play and yesterday – Value won. ISM Prices Paid – Is it sounding the alarm bell? Two FED speeches today…Evan’s and Mester – Listen to what they say. Oil up 1.6% as demand surges, the 10 yr. [...]