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.
tim@emorningcoffee.comSep 3, 20226 minWeek ended Sept 2nd 2022August was a month of two halves, with unfortunately the second half being a reversal of fortune and a massive fade heading into Sept. Ugh!
tim@emorningcoffee.comAug 27, 20228 minWeek ended August 26th 2022At the economic symposium, Fed chair Powell presented a committed focus to snuff out inflation. Global growth is slowing, inflation high.
tim@emorningcoffee.comJan 29, 20228 minWeek Ended January 28th 2022What a week this was! Equities were all over the place rattled by the Fed's Q&A (post-FOMC mins), and buffeted by earnings from MSFT & AAPL
tim@emorningcoffee.comSep 25, 20214 minWeek Ended Sept 24th, 2021: Equities claw back Monday's sharp lossesThe week started poorly but by the end of the week, the Fed had provided just enough fuel to stoke on buy-the-dip investors.