tim@emorningcoffee.comFeb 11, 20234 min readWEEKLY: Fed walks back risk marketsFed-speak undid the bond market as yields rose 20bps across the curve. NASDAQ paid the price. Oil sharply high, USD stable. FTSE 100 up.
tim@emorningcoffee.comFeb 8, 20235 min readEarnings (so far): good or bad?Earnings for S&P 500 companies have been "better-than-expected" so far. Does this tell the whole story? Stocks are ripping anyway!
