Weekly Updates

Home: Welcome

My view on what's going on in the financial markets and the global economy, and a few other things that might interest me from time to time.

tim@emorningcoffee.com

Week ended June 2, 2023

Debt ceiling done as attention turns to the Fed's next move. US jobs data continues to suggest resiliency, and equities are liking it.

tim@emorningcoffee.com

Week ended May 26, 2023: Feeling fragile

Debt ceiling drags on, Nvidia clobbers their earnings, and UK inflation rages. Still, equities power forward led by US tech and Japan.

tim@emorningcoffee.com

Week ended May 19, 2023

Not a lot of news this week aside from the debt ceiling discussions and earnings from US retailers Walmart, Home Depot and Target.

tim@emorningcoffee.com

Week ended May 12, 2023

[GO STRAIGHT TO THE TABLES] MARKETS SUMMARY Stocks didn’t do much week-over-week although the general trend was down. Japanese equities...

tim@emorningcoffee.com

Week ended May 5, 2023: Now what?

Mixed data week but generally suggesting resilient US jobs market. Fed and ECB hike, Apple delivers the goods. Equities slightly weaker.

tim@emorningcoffee.com

Week ended April 28, 2023: Big tech serves up the numbers

This week was about big tech earnings, which did not disappoint, and economic data, which suggested a slowing economy but stubborn inflation

tim@emorningcoffee.com

Going nowhere fast: week ended April 21, 2023

Week ended April 21, 2023 [GO STRAIGHT TO THE TABLES] THINGS THAT CAUGHT MY EYE THIS WEEK U.K. economic data and consumer confidence The...

tim@emorningcoffee.com

Week ended April 14, 2023

Bank earnings better-than-expected, inflation slowing Stateside. Investors mixed, with equities higher and bond prices lower. Credit stable

tim@emorningcoffee.com

WEEKLY: Damn glad that's over!

It was a holiday shortened, rather lacklustre week in markets. Good that 2022 is over. FY returns were poor across equities and bonds.

Home: Blog2