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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.
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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
May 27, 20235 min read
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
May 21, 20233 min read
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
May 13, 20234 min read
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
May 6, 20235 min read
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
Apr 29, 20235 min read
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
Apr 22, 20234 min read
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
Apr 15, 20234 min read
Week ended April 7, 2023
It was a holiday shortened week devoid of direction, with economic data providing a mixed picture. Oil, gold higher. Equities weaker.
tim@emorningcoffee.com
Apr 8, 20234 min read
Week ended March 31, 2023
Risk markets ended a solid first quarter, as stocks and bonds rallied. The wind feels as if it is at our back as risk assets power forward.
tim@emorningcoffee.com
Apr 1, 20235 min read
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