tim@emorningcoffee.comSep 2, 20234 min readWeek ended Sept 1, 2023: Good enoughThe perfect storm of economic news cheered bond and stock investors, with asset prices rising across the board in the US. RoW less clear.
tim@emorningcoffee.comAug 20, 20235 min readWeek ended August 18, 2023: China and USTs steal thunderThis week was quiet although the slow drift lower for equities and bonds continued. China's economy and higher UST yields were the focus.
tim@emorningcoffee.comSep 25, 20214 min readWeek Ended Sept 24th, 2021: Equities claw back Monday's sharp lossesThe week started poorly but by the end of the week, the Fed had provided just enough fuel to stoke on buy-the-dip investors.
tim@emorningcoffee.comApr 17, 20214 min readWeek ended April 16th: Banks & CoinbaseUS equity markets hit new records and the UST market stabilised. Economics news was robust. Banks released earnings, Coinbase listed.
