tim@emorningcoffee.comSep 285 minWeek ended Sept 27, 2024: China delivers stimulus, PCE data in lineChinese stimulus measures buoyed stocks globally, and US Treasuries were stable. Gold paused and oil fell. The Dollar was weaker.
tim@emorningcoffee.comAug 311 minWeek ended Aug 2, 2024 (and emails during week to subs)Last week was brilliant for UST investors in duration, and horrible for investors in global equities. Culprits: Mag & and US economic data.
tim@emorningcoffee.comJun 127 minMidweek update: Apple, CPI/FOMC, GMEWe have some US data coming that might matter today (CPI), but the FOMC will sit tight (also today). Discusses Apple's run and GameStop.
