tim@emorningcoffee.comSep 76 min readWeek ended Sept 6, 2024: sentiment deterioratesUS Labor Day holiday marked the unofficial end of summer, and also a demarcation for risk sentiment. Bonds rallied and stocks got hammered.
tim@emorningcoffee.comAug 311 min readWeek ended Aug 2, 2024 (and emails during week to subs)Last week was brilliant for UST investors in duration, and horrible for investors in global equities. Culprits: Mag & and US economic data.