Week ended May 5, 2023: Now what?
Mixed data week but generally suggesting resilient US jobs market. Fed and ECB hike, Apple delivers the goods. Equities slightly weaker.
My view on what's going on in the financial markets and the global economy, and a few other things that might interest me from time to time.
Week ended May 5, 2023: Now what?
Week ended March 24, 2023
WEEKLY: Regulatory takeover of SIVB steals the show
WEEKLY: US economy running hot
Week ended Feb 3rd, 2023
WEEKLY: Goldilocks CPI report spurs risk rally
WEEKLY: Damn glad that's over!
WEEKLY: Actions speak louder than words
FOMO, TINA, YOLO and the Fed