tim@emorningcoffee.comMay 13, 20234 minWeek 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.comApr 1, 20235 minWeek ended March 31, 2023Risk 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.comMar 25, 20235 minWeek ended March 24, 2023Concerns about banking arguably subsided as the week wore on, with Fed and BoE rate decisions taking centre stage. Risk assets better bid.
tim@emorningcoffee.comMar 18, 20235 minWeek ended March 17, 2023Bank concerns continue even as solutions were put forth for First Republic and CS. NASDAQ and Bitcoin rally, other markets signal risk off
tim@emorningcoffee.comFeb 5, 20234 minWeek ended Feb 3rd, 2023Until the end of the week, the data and earnings were saying one thing and investors were hearing another. Markets decent though till Fri.
tim@emorningcoffee.comJan 30, 20233 minMusings to start the weekAs 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...
tim@emorningcoffee.comJan 28, 20234 minWEEKLY: 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!
tim@emorningcoffee.comDec 18, 20226 minWEEKLY: Actions speak louder than wordsThe Fed, ECB and BoE all did exactly as predicted, but comments following press releases were decidedly hawkish. Markets puked on this.
tim@emorningcoffee.comDec 10, 20225 minWEEKLY: Big week ahead, CPI and central bank meetingsMixed week, sentiment shifters driving momentum markets. US economy continuing to show resiliency, muting the Fed's fight against inflation