tim@emorningcoffee.comAug 20, 20235 minWeek ended August 18, 2023: China and USTs steal thunderThis week was quiet although the slow drift lower for equities and bonds continued. China's economy and higher UST yields were the focus.
tim@emorningcoffee.comAug 23, 20226 minThe Federal Reserve's balance sheetThe Federal Reserve is in the early stages of reducing its balance sheet, or quantitative tightening ("QT").
