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Weekly Briefing: 6/19/22
All good things must come to an end...
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JR Martin
Weekly Briefing: 6/12/22
CPI inflecting higher could lead to inflation fatigue...
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JR Martin
Weekly Briefing: 6/5/22
Macro factors — inflation, the Fed, and economic indicators — will dominate markets through mid-July...
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JR Martin
Update: May '22 Observations
Weakness in housing and employment could help alleviate inflation, bringing us closer to an eventual Fed policy pivot...
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JR Martin
Weekly Briefing: 5/22/22
Emerging weakness might nudge the Fed towards a less aggressive approach...
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JR Martin
Weekly Briefing: 5/15/22
A furious Friday rally, but equities lower for the week and still down-trending...
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JR Martin
Weekly Briefing: 5/8/22
More of the same until inflation peaks and the Fed pivots...
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JR Martin
Weekly Briefing: 5/1/22
Strange and surprising adventures in the global capital markets...
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JR Martin
Coffee & Capital Markets
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