tim@emorningcoffee.comAug 12, 20235 minWeek ended August 11, 2023: rather boringDullsville although markets did gyrate a bit, with equities and bonds lower, the USD, credit and oil better. US inflation bang on.
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.comFeb 12, 20227 minWeek Ended February 11th 2022A week of two halves. Equities performed well for 3 days and then high CPI and hawkish Fed comments clobbered stocks & bonds.
tim@emorningcoffee.comDec 12, 20209 minWeek Ended Dec 11th 2020 and the Week AheadWith vaccines now beginning to be administered, I understand the long game, but I find myself very much stuck in the moment......
