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.comDec 18, 20226 min readWEEKLY: Actions speak louder than wordsThe Fed, ECB and BoE all did exactly as predicted, but comments following press releases were decidedly hawkish. Markets puked on this.
tim@emorningcoffee.comJun 18, 20226 min readWeek ended June 17, 2022It was a dismal week, with cash being nearly the only long asset that was worth owning. Equities, bonds, cryptos – even oil – got hammered.
tim@emorningcoffee.comJan 9, 20225 min readWeek Ended January 7th 2022It was a shaky start to 2022, with both equities and bonds getting hammered as sentiment soured and the Fed's hawkish tilt gained momentum.
