tim@emorningcoffee.comJun 226 min readWeek ended June 21, 2024European and most US equity indices better, with UST yields widening across the curve. Focus in on elections in the UK and Europe.
tim@emorningcoffee.comJun 24, 20235 min readWeek ended June 23, 2023: BoE jumbo rate increaseCentral banks, one after another, are raising rates to try to tame persistent inflation, but it's not working fast enough. Equities tanked.
tim@emorningcoffee.comMay 13, 20234 min readWeek ended May 12, 2023[GO STRAIGHT TO THE TABLES] MARKETS SUMMARY Stocks didn’t do much week-over-week although the general trend was down. Japanese equities...
tim@emorningcoffee.comAug 6, 20226 min readWeek ended August 5, 2022The BoE bumped the rates 50bps, its largest increase since 1995. The US jobs report served as a reminder that inflation is not going away.
tim@emorningcoffee.comOct 20, 20215 min readIs the bond market doing the Fed's dirty work?The bond market looks to be doing the Fed's dirty work, sending short term yields to post-pandemic highs. Is the Fed being too methodical?
