tim@emorningcoffee.comApr 24, 20237 min readThe US debt ceiling debacleThe debt ceiling is front & centre as the date the US Treasury runs out of cash is drawing dangerously near. Here's my two cents, enjoy!
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.comNov 12, 20226 min readWEEKLY: US CPI and midterms push markets higherFTX goes bust, US CPI suggests possible Fed pivot, and US midterms lead to the end of Dem progressive legislation. Equities & bonds rally.
