tim@emorningcoffee.comNov 19, 20226 min readWEEKLY: Fed “talking heads” pour cold water on rallyThe week could have been worse thanks to the talking heads from the Fed, but Friday saved the day. Yield curve steepens, oil prices plummet
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.
