The bottom line is that global stocks ended at or near record highs again, with US Treasury yields slightly higher. The BoE – after a struggle – managed to lower its policy rate. Fitch published an interesting article on tariffs, Apple CEO Tim Cook met with the president, and the recent Pivot podcast interview with Anthony Scaramucci is very interesting.

We have some US data coming that might matter today (CPI), but the FOMC will sit tight (also today). Discusses Apple's run and GameStop.

Earnings and economic data were all relatively to the liking of equity and bond investors alike, providing a boost for assets last week.

It was an "everything rally" last week, with several equity markets touching record highs. US Treasuries also rallied. Thanks central banks

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

[GO STRAIGHT TO THE TABLES] We’re now into August, a normally lower-volume month, and often not the best month for equities. The table...

Markets were not overly inspiring this week even as volatility continued to decline. Japanese and small-cap US stocks were the big winners.

Tech companies drove the 7% return of the S&P 500 in the 1Q23. Without the "magnificent seven", the index would have been flattish.

Love it or hate it, the fact is that Tesla's stock performance has left nearly all peers – tech and automotive – in the dust. Now what?