tim@emorningcoffee.comFeb 6, 20234 min readWeekend thoughts (and not good ones!)Liz Truss went on the talk show circuit this weekend to defend her short legacy as PM, and US debt ceiling discussions dragged on. Ugh!
tim@emorningcoffee.comOct 22, 20226 min readWeek ended Oct 21, 2022Headlines says it all. More turmoil in U.K. politics (and 10.1% CPI). Decent S&P 500 earnings, TSLA and SNAP disappoint. Yen softens.
tim@emorningcoffee.comOct 15, 20226 min readWeek ended Oct 14, 2022The Truss government takes a U-Turn and throws Kwarteng under the bus, and US equities experience unusual volatility following hot CPI.
tim@emorningcoffee.comJul 23, 20228 min readWeek ended July 22, 2022ECB shocks markets with a 50bps increases in rates, Italy in turmoil, PMI data weak, inflation rages, global equities and credit better WoW
