#Bloomberg 3/4

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My view on what's going on in the financial markets and the global economy, and a few other things that might interest me from time to time.

Week ended Dec 8, 2023: eyes on central bank policy meetings

It was a week of mixed economic news in the US, with a strong labor market clobbering the short end of the UST curve. Equities didn't care.

tim@emorningcoffee.com

Dec 9, 20236 min read

There was enough sad news this week, but it certainly didn’t make a dent in sentiment as stocks and bonds continue to rally hard.

tim@emorningcoffee.com

Dec 2, 20238 min read

Yields spiked this week, one of several factors leading to a decisive risk-off feeling as equities tanked and gold roared forward.

tim@emorningcoffee.com

Oct 21, 20235 min read

Stocks and bonds sagged again this week, as overall sentiment remains fragile. Apple and corporate bond supply might have been culprits too

tim@emorningcoffee.com

Sep 10, 20234 min read

Rather uneventful week in markets although equities generally better and yields a touch wider. Focus was on Jackson Hole, NVDA and rates.

tim@emorningcoffee.com

Aug 26, 20236 min read

Stocks and bonds are much better on the week, continuing a nice run in the 4Q22. The rally is broadening and orderly. Too much, too fast?

tim@emorningcoffee.com

Nov 26, 20224 min read

The two-day Bloomberg event featured a variety of speakers covering a broad cross-section of topics relevant today.

tim@emorningcoffee.com

Oct 13, 20228 min read

At the economic symposium, Fed chair Powell presented a committed focus to snuff out inflation. Global growth is slowing, inflation high.

tim@emorningcoffee.com

Aug 27, 20228 min read

This past week was more lacklustre than the two weeks before, although the outcome was a slightly more subdued version of the same....

tim@emorningcoffee.com

Feb 13, 20215 min read

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