tim@emorningcoffee.comJan 284 minWEEKLY: Risk assets head to the moon!We are going "to the moon" across risk assets of all types. Can this continue? I'm not convinced but it's been a great start to 2023!
tim@emorningcoffee.comJan 215 minWEEKLY: News mixed, markets skid sidewaysMarkets largely slid sideways this week. Large tech companies continue layoffs. Economic data suggests peak inflation has been reached.
tim@emorningcoffee.comJul 26, 20226 minFAMAG earnings: investors on edgeThis is a monumental week for earnings, with 167 S&P 500 companies – including all five FAMAG big tech companies – reporting results.
