Week ended June 2, 2023
Debt ceiling done as attention turns to the Fed's next move. US jobs data continues to suggest resiliency, and equities are liking it.
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 June 2, 2023
WEEKLY: Regulatory takeover of SIVB steals the show
WEEKLY: Risk assets head to the moon!
My 2023 year-end guesses
WEEKLY: Damn glad that's over!
WEEKLY: Markets improve as FAMAG companies flounder
Week ended Oct 21, 2022
Week Ended Sept 30th, 2022