tim@emorningcoffee.comSep 285 min readWeek ended Sept 27, 2024: China delivers stimulus, PCE data in lineChinese stimulus measures buoyed stocks globally, and US Treasuries were stable. Gold paused and oil fell. The Dollar was weaker.
tim@emorningcoffee.comNov 12, 20236 min readWeek ended Nov 10, 2023US stocks were stopped in their tracks by higher yields on Thurs (poor 30y UST auction), but resumed their upward trajectory the next day.
tim@emorningcoffee.comAug 6, 20234 min readWeek ended Aug 4, 2023: It's August![GO STRAIGHT TO THE TABLES] We’re now into August, a normally lower-volume month, and often not the best month for equities. The table...
tim@emorningcoffee.comMar 13, 202312 min readThe end of Silicon Valley BankSilicon Valley Bank went from fine to dead in less than 48 hours. Why and how? Could it have been prevented? What now?
tim@emorningcoffee.comAug 27, 20228 min readWeek ended August 26th 2022At the economic symposium, Fed chair Powell presented a committed focus to snuff out inflation. Global growth is slowing, inflation high.
