tim@emorningcoffee.comJun 226 min readWeek 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.
tim@emorningcoffee.comJun 24, 20235 min readWeek ended June 23, 2023: BoE jumbo rate increaseCentral banks, one after another, are raising rates to try to tame persistent inflation, but it's not working fast enough. Equities tanked.
tim@emorningcoffee.comMar 18, 20235 min readWeek ended March 17, 2023Bank concerns continue even as solutions were put forth for First Republic and CS. NASDAQ and Bitcoin rally, other markets signal risk off
