tim@emorningcoffee.comJun 305 minWeek ended June 28, 2024: Geopolitics dominate, markets lacklustre The news narrative was dominated by elections in the UK and France, and the first Biden-Trump debate. Markets were lacklustre to close 1H24
tim@emorningcoffee.comJun 226 minWeek ended June 21, 2024European and most US equity indices better, with UST yields widening across the curve. Focus in on elections in the UK and Europe.