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.comApr 16, 20227 minWeek ended April 15th 2022CPI and PPI were red hot, UK CPI too. Neither the equity nor bond market much liked this one bit. Gold, oil, USD better, rest pretty poor.
tim@emorningcoffee.comFeb 28, 20224 minWeek ended February 25th, 2022Russia's invasion of Ukraine moved front & centre, but once the invasion got underway, markets had what might be termed a relief rally.