tim@emorningcoffee.comDec 16, 20237 min readWeek ended Dec 15, 2023: Fed serves up a cream puff The Fed breaks ranks for some reason and suggests a nearer-than-expected pivot which sent stocks and bonds soaring.
tim@emorningcoffee.comFeb 5, 20234 min readWeek ended Feb 3rd, 2023Until the end of the week, the data and earnings were saying one thing and investors were hearing another. Markets decent though till Fri.
tim@emorningcoffee.comNov 6, 20216 min readWeek Ended November 5th, 2021The Fed and BoE play along, with their dovish policies pushing USTs and Gilt prices higher and causing global equities to rock!
tim@emorningcoffee.comAug 28, 20213 min readWeek Ended Aug 27th, 2021:Fed strikes dovish toneThis week investors were mainly focused on the Fed's message at the economic symposium in Jackson Hole. It was perfect, dovish for assets
