tim@emorningcoffee.comSep 23, 20236 minWeek ended Sept 22, 2023: Central bank trifecta, recent IPOsThe central bank trifecta this week unfolded largely as expected. US bonds and equities puked on the Fed's "higher for longer".
tim@emorningcoffee.comSep 16, 20234 minWeek ended Sept 15, 2023: ARM IPO, ECB rate hike, US inflationThe ARM IPO (fair price), the ECB rate decision ("dovish increase") and US CPI are were relatively neutral to supportive this week.