tim@emorningcoffee.comFeb 11, 20234 min readWEEKLY: Fed walks back risk marketsFed-speak undid the bond market as yields rose 20bps across the curve. NASDAQ paid the price. Oil sharply high, USD stable. FTSE 100 up.
tim@emorningcoffee.comJul 23, 20228 min readWeek ended July 22, 2022ECB shocks markets with a 50bps increases in rates, Italy in turmoil, PMI data weak, inflation rages, global equities and credit better WoW
