tim@emorningcoffee.comFeb 54 minWeek ended Feb 3rd, 2023Until the end of the week, the data and earnings were saying one thing and investors were hearing another. Markets decent though till Fri.
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.comDec 3, 20225 minWEEKLY: Didn't see that coming!The good news is that Nov was a terrific and positive month for stocks and bonds. The bad news is inflation won't go away. Read on....
tim@emorningcoffee.comNov 5, 20227 minWEEKLY: Fed, BoE raise rates; US equities / bonds take it on the chinUS equities and bonds get crushed, other global equity markets improve. USTs weaker, gold rallies, oil up and USD lower. Fed, BoE raise.
