tim@emorningcoffee.comFeb 18, 20234 min readWEEKLY: US economy running hotThe combination of the Fed's ongoing rhetoric and strong economic data finally hits home, as US stocks falter, following the UST market.
tim@emorningcoffee.comFeb 11, 20234 min readWEEKLY: Fed walks back risk marketsFed-speak undid the bond market as yields rose 20bps across the curve. NASDAQ paid the price. Oil sharply high, USD stable. FTSE 100 up.
