Week ended May 5, 2023: Now what?
Mixed data week but generally suggesting resilient US jobs market. Fed and ECB hike, Apple delivers the goods. Equities slightly weaker.
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.
Week ended May 5, 2023: Now what?
Week ended March 31, 2023
WEEKLY: Big week ahead, CPI and central bank meetings
WEEKLY: Fed “talking heads” pour cold water on rally
WEEKLY: US CPI and midterms push markets higher
WEEKLY: Markets improve as FAMAG companies flounder
Week ended Sept 23rd 2022
The Federal Reserve's balance sheet
Is the bond market doing the Fed's dirty work?