Things you need to know NFP report does little to rattle the market Oil continues to rise…today is trading at $81.21/barrel and going higher Kraft Heinz CEO says – brace yourself for higher food prices It’s Columbus Day – banks and bond markets are closed – No treasury action Try the Grilled Boneless Chicken Breasts [...]
Things you need to know The GOP plays nice in the sandbox with the Dems Debt ceiling crisis averted for now…December 3rd is the new day to watch Stocks rally in a sigh of relief – but all eyes on today’s NFP report Try the Spaghetti in Butternut Squash Sauce – another great Fall dish. [...]
Things you need to know The circus never ceases to entertain us…Elected officials appear to be at the table – debt ceiling crisis averted (for now). Global stocks surge 10 yr Treasuries settle down, Oil backs off just a bit Try the Eggs in Purgatory Stocks continued to get clobbered yesterday even after the 8:30 [...]
Things you need to know Stocks rallied (note the past tense) because stocks are in decline this morning. Volatility remains elevated as earning season is set to begin The dollar index moves up, 10 yr. treasuries yield move up, Oil moves up and PEP is raising prices across the board… 4278 is the level to [...]
Things you need to know Tech gets clobbered, FB under pressure – Frances to appear on Capitol Hill All the indexes teetering on trendline supports – the pressure is on – Will the ‘BTD’s (Buy the Dippers) save the day? Oil surges as OPEC+ says ‘No dice’ Production is what it is – We have [...]
Things you need to know Evergrande is halted – but investors are yawning European investors not concerned US stocks headed lower after the Friday bounce OPEC to decide if they will pump more or not Try the Osso Bucco Stocks rallied back on bit on Friday (think 10 yr. yield falling to 1.48%) after the [...]
Things you need to know Chucky says – “We made a deal – no gov’t shutdown tonight” Next up – the debt ceiling – Anyone want to bet on that outcome? And then we have Infrastructure 1 and 2 – total of $5+ trillion End of the Qtr – get ready for a Santa Claus [...]
Things you need to know Rising rates send shivers thru financial markets yesterday Tech gets clobbered – creating new opportunities in some ‘blue chip’ tech names Oil continues to surge on worries over supply chain issues as well as rising demand. Renewables are great, but the need for fossil fuels isn’t going away anytime soon. [...]
Things you need to know – Global markets under pressure – Gas shortages across the UK causing angst – brent pierces $80/barrel WTI following suit – now trading about $76/barrel up 23% since mid-August Jay Powell to explain to Congress why inflation is no longer ‘transitory’ 2 Fed Presidents resign after revelations of massive gains [...]
Things you need to know – It’s a big week in DC…Will the Dems force $3.5 trillion down our throats? Evergrande and Crypto’s are not creating market angst at all…. German elections show support for center left vs. center right 10 Yr. Treasuries heading towards 1.6% – short term cap for markets Try the Tuscan [...]