tim@emorningcoffee.comJun 153 min readWeek ended June 14, 2024: US inflation slowsUS CPI surprised on the downside (lower than expected) this week, setting a constructive tone. The FOMC says one rate cut, Europe wobbles.
tim@emorningcoffee.comJul 1, 20236 min readWeek ended June 30, 2023: Equity markets on fire!It was a scorching end to a fantastic first half of 2023, if you are long equities. Less so perhaps if you are long bonds. And Apple!!
tim@emorningcoffee.comMar 18, 20235 min readWeek ended March 17, 2023Bank concerns continue even as solutions were put forth for First Republic and CS. NASDAQ and Bitcoin rally, other markets signal risk off
tim@emorningcoffee.comApr 30, 20228 min readWeek ended April 29th, 2022Sentiment started poorly, stabilised and then tanked, driven generally by earnings with Amazon being a key (negative) driver.
