tim@emorningcoffee.comMar 87 minWeek ended March 8, 2024: politics dominate landscapeEquities were mixed, UST yields were tighter across the curve. Politics garnered most attention this week, plus an ECB decision.
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.