tim@emorningcoffee.comAug 12, 20235 min readWeek ended August 11, 2023: rather boringDullsville although markets did gyrate a bit, with equities and bonds lower, the USD, credit and oil better. US inflation bang on.
tim@emorningcoffee.comJun 3, 20234 min readWeek ended June 2, 2023Debt ceiling done as attention turns to the Fed's next move. US jobs data continues to suggest resiliency, and equities are liking it.
tim@emorningcoffee.comMay 21, 20233 min readWeek ended May 19, 2023Not a lot of news this week aside from the debt ceiling discussions and earnings from US retailers Walmart, Home Depot and Target.
tim@emorningcoffee.comOct 2, 20215 min readWeek ended October 1st 2021Weekly update: equities stumble (again) ending the worst month since the pandemic. Govt bonds sell off too. Credit weakens, oil increases.