tim@emorningcoffee.comFeb 5, 20234 min readWeek 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.comJul 30, 20226 min readWeek ended July 29, 2022July ends a winning month for US and European equities and bonds, following a dismal 1H2022. Earnings supportive, economic data in line.
tim@emorningcoffee.comJul 23, 20228 min readWeek ended July 22, 2022ECB shocks markets with a 50bps increases in rates, Italy in turmoil, PMI data weak, inflation rages, global equities and credit better WoW
tim@emorningcoffee.comJul 15, 20225 min readWho do you trust?Do you trust the Fed, or the Bank of England, or the Bank of Japan, or the ECB, or the Bank of China? Shades of grey for sure, read on!
