tim@emorningcoffee.comSep 7, 20237 minJobs reports: are US jobs trending in the right direction?This article is about jobs, more specifically, what is the key data? And what does the most recent data suggest about the future?
tim@emorningcoffee.comNov 12, 20226 minWEEKLY: US CPI and midterms push markets higherFTX goes bust, US CPI suggests possible Fed pivot, and US midterms lead to the end of Dem progressive legislation. Equities & bonds rally.
tim@emorningcoffee.comJun 12, 20213 minWeek Ended June 11th: Focus on ECB Decision and May CPIWeekly update, attention focused on ECB policy and US May CPI. Markets reacted well, but look bored - meme stocks and crypto vol dominate.