Weekly Updates 15/34

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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.

Week ended June 23, 2023: BoE jumbo rate increase

Central banks, one after another, are raising rates to try to tame persistent inflation, but it's not working fast enough. Equities tanked.

tim@emorningcoffee.com

Jun 24, 20235 min read

Fed pauses, ECB races ahead, BoJ stays loose; BoE poised to raise rates again this week. Dollar slumps, global equities power ahead,

tim@emorningcoffee.com

Jun 18, 20237 min read

Markets were not overly inspiring this week even as volatility continued to decline. Japanese and small-cap US stocks were the big winners.

tim@emorningcoffee.com

Jun 10, 20235 min read

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

Jun 3, 20234 min read

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

May 27, 20235 min read

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

May 21, 20233 min read

[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

May 13, 20234 min read

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

tim@emorningcoffee.com

May 6, 20235 min read

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

Apr 29, 20235 min read

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