tim@emorningcoffee.com
Week ended March 17, 2023
Bank concerns continue even as solutions were put forth for First Republic and CS. NASDAQ and Bitcoin rally, other markets signal risk off
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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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tim@emorningcoffee.com
- Feb 5
- 4 min
Week ended Feb 3rd, 2023
Until the end of the week, the data and earnings were saying one thing and investors were hearing another. Markets decent though till Fri.
390
tim@emorningcoffee.com
- Jan 30
- 3 min
Musings to start the week
As we kick off the week with what looks like will be a weak opening in US stock and bond markets following weakness in Asian and European...
240
tim@emorningcoffee.com
- Jan 28
- 4 min
WEEKLY: Risk assets head to the moon!
We are going "to the moon" across risk assets of all types. Can this continue? I'm not convinced but it's been a great start to 2023!
360
tim@emorningcoffee.com
- Dec 18, 2022
- 6 min
WEEKLY: Actions speak louder than words
The Fed, ECB and BoE all did exactly as predicted, but comments following press releases were decidedly hawkish. Markets puked on this.
330
tim@emorningcoffee.com
- Dec 10, 2022
- 5 min
WEEKLY: Big week ahead, CPI and central bank meetings
Mixed week, sentiment shifters driving momentum markets. US economy continuing to show resiliency, muting the Fed's fight against inflation
294
tim@emorningcoffee.com
- Nov 19, 2022
- 6 min
WEEKLY: Fed “talking heads” pour cold water on rally
The week could have been worse thanks to the talking heads from the Fed, but Friday saved the day. Yield curve steepens, oil prices plummet
270
tim@emorningcoffee.com
- Nov 5, 2022
- 7 min
WEEKLY: Fed, BoE raise rates; US equities / bonds take it on the chin
US equities and bonds get crushed, other global equity markets improve. USTs weaker, gold rallies, oil up and USD lower. Fed, BoE raise.
280
tim@emorningcoffee.com
- Oct 29, 2022
- 6 min
WEEKLY: Markets improve as FAMAG companies flounder
This week was mainly about earnings, including banks, FAMAG companies and oil giants. ECB and BoJ behaved as expected. US 3Q22 GDP beats.
250
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