WEEKLY: US economy running hot
The combination of the Fed's ongoing rhetoric and strong economic data finally hits home, as US stocks falter, following the UST market.
My view on what's going on in the financial markets and the global economy, and a few other things that might interest me from time to time.
WEEKLY: US economy running hot
Week ended Feb 3rd, 2023
WEEKLY: Risk assets head to the moon!
WEEKLY: News mixed, markets skid sideways
WEEKLY: Goldilocks CPI report spurs risk rally
US labour report stokes late-week rally (weekly update)
WEEKLY: Actions speak louder than words
WEEKLY: Big week ahead, CPI and central bank meetings
WEEKLY: Fed “talking heads” pour cold water on rally