tim@emorningcoffee.comMay 124 min readWeek ended May 10, 2024: equities rise furtherEquities better bid in a holiday-shortened week, one void of meaningful economic data and the last serious tranche of earnings.
tim@emorningcoffee.comMay 45 min readWeek ended May 3, 2024Earnings and economic data were all relatively to the liking of equity and bond investors alike, providing a boost for assets last week.
tim@emorningcoffee.comDec 16, 20237 min readWeek ended Dec 15, 2023: Fed serves up a cream puff The Fed breaks ranks for some reason and suggests a nearer-than-expected pivot which sent stocks and bonds soaring.
tim@emorningcoffee.comNov 18, 20238 min readWeek ended Nov 17, 2023: stocks and bonds rallyStocks and bonds rallied hard this week, with stocks first getting a boost from better-than-expected earnings, and then by disinflation data