tim@emorningcoffee.comMar 87 min readWeek ended March 8, 2024: politics dominate landscapeEquities were mixed, UST yields were tighter across the curve. Politics garnered most attention this week, plus an ECB decision.
tim@emorningcoffee.comMar 25, 20235 min readWeek ended March 24, 2023Concerns about banking arguably subsided as the week wore on, with Fed and BoE rate decisions taking centre stage. Risk assets better bid.
tim@emorningcoffee.comMay 10, 202214 min readThe Federal Reserve and the Decade of 2010-2020The decade 2010-20 involved a very hands-on approach by the Fed to steer the US economy out of a deep recession. What lessons can be learnt
tim@emorningcoffee.comApr 20, 202111 min readBanks - Now What?Banks stocks have slid sideways even after spectacular 1Q2021 earnings. Why and what comes next?