tim@emorningcoffee.comNov 18, 20238 min readWeek ended Nov 17, 2023: stocks and bonds rallyStocks and bonds rallied hard this week, with stocks first getting a boost from better-than-expected earnings, and then by disinflation data
tim@emorningcoffee.comFeb 5, 20234 min readWeek ended Feb 3rd, 2023Until the end of the week, the data and earnings were saying one thing and investors were hearing another. Markets decent though till Fri.
tim@emorningcoffee.comJan 27, 20234 min readEconomic outlook vs stock pricesEconomic data is mixed. Cautious corporate and cautious bank outlooks are causing anxiety, but are not keeping stock markets from rallying