tim@emorningcoffee.comJul 15, 20233 minWeek ended July 14, 2023: Investors party!Stock and bond investors party hard, with equities ripping and US Treasury yields dropping sharply. A benign June CPI report was key driver
tim@emorningcoffee.comNov 27, 20217 minWeek Ended November 26th, 2021This week was all about Friday, as global equities were hammered after news of the new COVID variant. It was squarely risk-off in markets.