tim@emorningcoffee.comNov 12, 20236 min readWeek ended Nov 10, 2023US stocks were stopped in their tracks by higher yields on Thurs (poor 30y UST auction), but resumed their upward trajectory the next day.
tim@emorningcoffee.comSep 20, 20235 min readGuns or butter?"Guns or butter" is a macroeconomic concept regarding govt budget allocation, but this article is about similar consumer decisions.
tim@emorningcoffee.comFeb 25, 20234 min readWEEKLY: Inflation, inflation, inflation!Inflation data weighed on markets again this week, with the S&P 500 declining for the 3rd consecutive week and UST yields pushing higher.
tim@emorningcoffee.comAug 27, 20228 min readWeek ended August 26th 2022At the economic symposium, Fed chair Powell presented a committed focus to snuff out inflation. Global growth is slowing, inflation high.
