tim@emorningcoffee.comMar 87 min readWeek ended March 8, 2024: politics dominate landscapeEquities were mixed, UST yields were tighter across the curve. Politics garnered most attention this week, plus an ECB decision.
tim@emorningcoffee.comNov 12, 20236 min readWeek ended Nov 10, 2023US stocks were stopped in their tracks by higher yields on Thurs (poor 30y UST auction), but resumed their upward trajectory the next day.
tim@emorningcoffee.comAug 26, 20236 min readWeek ended Aug 25th 2023: Nvidia, Jackson Hole and real interest ratesRather uneventful week in markets although equities generally better and yields a touch wider. Focus was on Jackson Hole, NVDA and rates.
tim@emorningcoffee.comJul 1, 20236 min readWeek ended June 30, 2023: Equity markets on fire!It was a scorching end to a fantastic first half of 2023, if you are long equities. Less so perhaps if you are long bonds. And Apple!!
tim@emorningcoffee.comJun 18, 20237 min readWeek ended June 16, 2023: Risk-rally broadeningFed pauses, ECB races ahead, BoJ stays loose; BoE poised to raise rates again this week. Dollar slumps, global equities power ahead,
