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!!