tim@emorningcoffee.comDec 2, 20238 minWeek ended Dec 1, 2023: all systems go (for now)There was enough sad news this week, but it certainly didn’t make a dent in sentiment as stocks and bonds continue to rally hard.
tim@emorningcoffee.comJun 6, 20234 minOPEC+ is at it againThis past weekend, OPEC+ jumped back into action to address falling oil prices by curtailing supply. In fact, as we now have learned, it...
tim@emorningcoffee.comApr 8, 20234 minWeek ended April 7, 2023It was a holiday shortened week devoid of direction, with economic data providing a mixed picture. Oil, gold higher. Equities weaker.
tim@emorningcoffee.comFeb 11, 20234 minWEEKLY: 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.comOct 8, 20227 minWeek ended Oct 7 2022Markets were up on bad economic news, and then faltered on good economic news. The narrative of a Fed pivot won't go away.
tim@emorningcoffee.comFeb 24, 20227 minOil update: prices skyrocketWith oil approaching $100/bbl, it is hard to imagine that demand and supply were so out of line in April 2020 that oil prices went negative!
tim@emorningcoffee.comOct 9, 20214 minWeek ended October 8, 2021: Debt ceiling crisis deferred (for now)Weekly update, looking at the debt ceiling (can kicked down road), dismal Monday, mixed jobs report, UST (+UK/Eurozone govt bonds) hammered.