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 April 7, 2023
Week ended March 24, 2023
WEEKLY: Regulatory takeover of SIVB steals the show
WEEKLY: Risk assets head to the moon!
WEEKLY: Damn glad that's over!
The Federal Reserve's balance sheet
Is the bond market doing the Fed's dirty work?