Week ended Feb 3rd, 2023
Until the end of the week, the data and earnings were saying one thing and investors were hearing another. Markets decent though till Fri.
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 Feb 3rd, 2023
WEEKLY: Risk assets head to the moon!
WEEKLY: Goldilocks CPI report spurs risk rally
WEEKLY: Damn glad that's over!
WEEKLY: Actions speak louder than words
WEEKLY: US CPI and midterms push markets higher
WEEKLY: Fed, BoE raise rates; US equities / bonds take it on the chin
Week Ended Sept 30th, 2022
Week ended Sept 23rd 2022