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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.

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

tim@emorningcoffee.com

WEEKLY: Didn't see that coming!

The good news is that Nov was a terrific and positive month for stocks and bonds. The bad news is inflation won't go away. Read on....

tim@emorningcoffee.com

Week Ended March 4th 2022

Ukraine-Russia conflict dominates news, although inflation data in the Eurozone and US continues to be red hot. Investors don't care!

tim@emorningcoffee.com

Week ended February 18th 2022

This week was dominated by geopolitical news around Ukraine and Russia. Uncertainty led to a flow out of risk assets and into safe havens.

tim@emorningcoffee.com

Week ended January 21st, 2022

This is a update of the 3rd week of 2022, another highly volatile and unsettling week covering global equities, govt bonds and other assets.

tim@emorningcoffee.com

Week Ended January 7th 2022

It was a shaky start to 2022, with both equities and bonds getting hammered as sentiment soured and the Fed's hawkish tilt gained momentum.

tim@emorningcoffee.com

Week Ended November 26th, 2021

This week was all about Friday, as global equities were hammered after news of the new COVID variant. It was squarely risk-off in markets.

tim@emorningcoffee.com

FOMO, TINA, YOLO and the Fed

Don't look to fundamentals to explain equity prices today – look to attitudes embedded in acronyms. And don't forget the super-easy Fed!

tim@emorningcoffee.com

Week Ended October 15th, 2021: Goldilocks is back!

What a week! Equities bounce back with a vengeance as a combination of neural-to-good economic news and strong bank earnings are catalysts.

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