Things you need to know It was a tough week for nearly everything Crypto’s came under renewed pressure as the FED considers even more hawkish moves Oil – continues to rally even as OPEC promises to increase supply Omicron – is not turning out to be the as dangerous as they want you to believe. [...]
Things you need to know Stocks surged; NY now reveals 5 cases bringing a total of 5 states with reported cases…the other 45 surely lining up. NY Governor Houchell says – “This is NOTHING to panic about” – Whew! Mixed data on the need for a new vaccines. Will the current version be enough protection? [...]
Things you need to know – CNN has first mover advantage as the networks allow them to announce the arrival of Omicron to help take the pressure off Chris and Andy Patient #1 is in California – where will it show itself next? Stocks go from Buy to Sell in a heartbeat. And end on [...]
Things you need to know – Jay pivots – transitory replaced by TURBO Janet warns congress not to ‘eviscerate the economy’ Moderna CEO suddenly realizes that he cut his own finger off…. Sentiment today is a complete reversal of yesterday….Sit tight It’s December and I give you the Feast of the 7 Fishes It was [...]
Things you need to know – Moderna CEO Bancel is apparently the new Siren…. We went from ‘don’t worry’ to ‘not so sure it isn’t worse’ – which I think is debatable. Oil, stocks, crypto and the dollar all under pressure, Bonds up, Gold Up J&J (Jay and Janet) to address the Senate today….Concerns are [...]
Things you need to know – S.A. Says ‘Don’t worry…’ as a dozen nations ban travel to and from S.A. Global markets are now in rally mode – Europe UP, US futures pointing up FED not expected to change the schedule Portfolio managers and asset managers back at their desks – Cooler heads prevail Try [...]
Things you need to know Clarity restored at the FED…. Jay gets the nod and Lael gets elevated to vice chair Joey to announce a release of oil from the SPR today…but will that really solve the problem? Treasury rates rise, investors are now betting of an interest rate rise may come sooner Lots of [...]
Things you need to know It’s a holiday week – the market usually advances Continued inflationary pressures leave some to consider chicken? Lizzy Warren is blaming rising oil prices on price gouging – laughable All eyes remain on focused on the WH and its FED announcement – Has the mkt voted for Lael? Try the [...]
Things you need to know Investors are in love with retailers and semi’s Do not expect Holiday Sales – ain’t happening. Madam Lagarde says rates will NOT rise in 2022 EV’s are in a bit of a retreat…. Here are the Ravioli’s in a Classic Bolognese Sauce It’s a consumer palooza – retailers basking in [...]
Things you need to know Inflation and Supply Chain Issues continue to cloud the outlook Joey now asking Asian nations to coordinate a release of SPR’s to help calm prices We continue to wait for a FED Chair nominee….Larry Summers??? Oh NO! Will the BoE – have first mover advantage? Try the Mud Pie – [...]