Tim Pandajis

🇬🇷 Chief Meteorologist CBM #588 @virginia_tech MNR Weather + Stocks

[Tim Pandajis @TimPandajis]

Yikes! Close to if not matching April market bottoms.

[Tim Pandajis @TimPandajis]

#Melissa stalking Jamaica - on the cusp of a Category 5 - taking on an annular satellite presentation (looking like a buzzsaw)

[Tim Pandajis @TimPandajis]

@Paki1Champ25687 Certainly not, still opportunities to be found now that a cut cycle has likely begun, especially looking at small caps.

[Tim Pandajis @TimPandajis]

The Fed approved a quarter-point interest rate cut yesterday.

As of last week there is still 7.3 trillion sitting on the sidelines in money markets.

The Fed is clearing the channels for that capital to flood into the stock market. Rally in stocks may continue on…

[Tim Pandajis @TimPandajis]

Massive beat this AM in PPI data…

2.6% vs 3.3% expected
Core PPI 2.8% vs 3.5% expected

These types of inflation numbers paired with softening labor market means rate cuts will be crucial to avoiding stagflation

CPI out Thursday at 8:30am

[Tim Pandajis @TimPandajis]

The Fed is in a tough place; BLS revises down past year jobs #'s cutting nearly 1M - US labor market in worse shape than originally thought - this would signal the Fed needs to cut and should have already been cutting for months...

BUT, inflation is creeping up, CPI and PPI prints this week if those come in hot it would signal the Fed to hold rates steady.

What's becoming more apparent is that dreaded stagflation may be on the horizon. What does the Fed do next week? Market seems to be shrugging off the growing issue.

[Tim Pandajis @TimPandajis]

A nice surprise this morning U.S. Q2 GDP at 3.3% vs 3.0% expected. This on top of an NVDA Q2 earnings beat. Market may run right up until possible rate cuts announcement on 9/16

[Tim Pandajis @TimPandajis]

It looks like the markets like what Fed Chair Jerome Powell said this morning from Jackson Hole, WY - rate cuts looking likely in September.
Russell rallies to its highest point so far in 2025.

[Tim Pandajis @TimPandajis]

@DerekOrtt Fernand as its replacement on this year's list, interesting!

[Tim Pandajis @TimPandajis]

@JeremyDeHartWX @53rdWRS appreciate all you do! Get some rest, you deserve it!

[The Foliage Report @FoliageReport]

🚨First map of the 2025 Season!🚨

Here is The Foliage Report's latest map for Alaska as of August 20, 2025.

As many know, Alaska is the first U.S. state to show fall colors and I can now confirm there is low color showing from northern Alaska's tundra.

[Tim Pandajis @TimPandajis]

Just a casual 39' wave just east of Erin's center.

[Tim Pandajis @TimPandajis]

Erin is rounding the SW periphery of the subtropical high and has encountered extremely weak steering currents prompting forward motion to come to an almost standstill it looks like...

[Tim Pandajis @TimPandajis]

Pareidolia, tell me what you see...

[Tim Pandajis @TimPandajis]

27' waves slamming a buoy about 100 miles NNE of Erin.

[Tim Pandajis @TimPandajis]

@DerekOrtt Great point!

[Tim Pandajis @TimPandajis]

Erin's eye warming and clearing - how strong will it get in round 2?

[Tim Pandajis @TimPandajis]

Buoy 150 miles north of Erin - recording 20' waves.

[Tim Pandajis @TimPandajis]

Teeny tiny little eye.