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|

Gold Priced In Euros Erases Gains As ECB’s Draghi Paves Way For Fresh Stimulus – Kitco News

Ed Note: We are proud to unveil our new mining page, an entire space dedicated to up-to-the-minute news, with exclusive industry interviews and all the relevant information you need, rounded in up in one spot. Who is merging? Who is Buying? Who is Digging? We got you covered!(Kitco News) - European Central Bank President Mario [...]

By |2019-07-26T11:14:12-04:00July 25th, 2019|Morning Thoughts by Kenny Polcari|

Meet Boris Johnson! Rate Cuts Coming and Mid East Tensions Rise – Try the Jack Daniels Chicken Thighs

Things to know UK Elects Boris Johnson ECB rate cut to be     announced Thursday Earnings continue to     beat UK and Iran Tensions     increase   The clock ticks…….on the UK (think new Prime Minister), on The Debt Ceiling (think increase), on the ECB (think further stimulus), on the FED (think rate [...]

By |2019-07-24T11:08:09-04:00July 23rd, 2019|Morning Thoughts by Kenny Polcari|
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