tim@emorningcoffee.comApr 3, 20228 minWeek ended April 1st 2022Oil settles, inflation rages, Ukraine-Russia war drags on. The result? Equities rally, Treasuries get hammered. The yield curve inverts.
tim@emorningcoffee.comMar 6, 20225 minWeek Ended March 4th 2022Ukraine-Russia conflict dominates news, although inflation data in the Eurozone and US continues to be red hot. Investors don't care!
tim@emorningcoffee.comFeb 19, 20226 minWeek ended February 18th 2022This week was dominated by geopolitical news around Ukraine and Russia. Uncertainty led to a flow out of risk assets and into safe havens.