Week ended May 19, 2023
Not a lot of news this week aside from the debt ceiling discussions and earnings from US retailers Walmart, Home Depot and Target.
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 May 19, 2023
Week ended May 12, 2023
Week ended May 5, 2023: Now what?
Week ended April 28, 2023: Big tech serves up the numbers
Going nowhere fast: week ended April 21, 2023
Week ended April 14, 2023
Week ended April 7, 2023
Week ended March 31, 2023
Week ended March 24, 2023
Musings to start the week (and it's all about banks)
Week ended March 17, 2023
Moral hazard following SIVB
WEEKLY: Regulatory takeover of SIVB steals the show
WEEKLY: Much ado about nothing
WEEKLY: Inflation, inflation, inflation!
WEEKLY: US economy running hot
WEEKLY: Fed walks back risk markets
Weekend thoughts (and not good ones!)