tim@emorningcoffee.comJan 29, 20228 minWeek Ended January 28th 2022What a week this was! Equities were all over the place rattled by the Fed's Q&A (post-FOMC mins), and buffeted by earnings from MSFT & AAPL
tim@emorningcoffee.comOct 2, 20215 minWeek ended October 1st 2021Weekly update: equities stumble (again) ending the worst month since the pandemic. Govt bonds sell off too. Credit weakens, oil increases.
tim@emorningcoffee.comSep 25, 20214 minWeek Ended Sept 24th, 2021: Equities claw back Monday's sharp lossesThe week started poorly but by the end of the week, the Fed had provided just enough fuel to stoke on buy-the-dip investors.
tim@emorningcoffee.comSep 23, 20213 minFOMC and Chairman Powell Press Conference: “Much ado about nothing”The Federal Reserve released the minutes from its FOMC meeting Sept 21-22 on Wednesday afternoon. The press release is here. Should you...
tim@emorningcoffee.comAug 28, 20213 minWeek Ended Aug 27th, 2021:Fed strikes dovish toneThis week investors were mainly focused on the Fed's message at the economic symposium in Jackson Hole. It was perfect, dovish for assets
