tim@emorningcoffee.comFeb 36 minWeek ended Feb 2, 2024: Earnings, Fed and US jobsLast week dominated by five "Mag 7" companies that reported earnings (mixed bag), Fed and BoE monetary policy meetings, and economic data.
tim@emorningcoffee.comSep 7, 20237 minJobs reports: are US jobs trending in the right direction?This article is about jobs, more specifically, what is the key data? And what does the most recent data suggest about the future?
tim@emorningcoffee.comSep 2, 20234 minWeek ended Sept 1, 2023: Good enoughThe perfect storm of economic news cheered bond and stock investors, with asset prices rising across the board in the US. RoW less clear.
tim@emorningcoffee.comJul 8, 20235 minWeek ended July 7, 2022: US jobs solid, equities and bonds drift lowerUS jobs data was sufficiently solid, largely as expected, that it wrecked the recent rally in stocks. UST yields were sent higher, too.
tim@emorningcoffee.comJun 3, 20234 minWeek ended June 2, 2023Debt ceiling done as attention turns to the Fed's next move. US jobs data continues to suggest resiliency, and equities are liking it.
tim@emorningcoffee.comApr 3, 20228 minWeek ended April 1st 2022Oil settles, inflation rages, Ukraine-Russia war drags on. The result? Equities rally, Treasuries get hammered. The yield curve inverts.
tim@emorningcoffee.comApr 30, 202111 minInfrastructure and the American Jobs PlanThe American Jobs Plan proposed by the Biden Administration is an effort to remedy the significant underinvestment in US infrastructure.