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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 August 18, 2023: China and USTs steal thunder

This week was quiet although the slow drift lower for equities and bonds continued. China's economy and higher UST yields were the focus.

tim@emorningcoffee.com

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

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

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

WEEKLY: Regulatory takeover of SIVB steals the show

In a week full of economic data and news, the take-over of Silicon Valley Bank by the FDIC spurred a risk-off attitude, with USTs gaining.

tim@emorningcoffee.com

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!

tim@emorningcoffee.com

WEEKLY: Goldilocks CPI report spurs risk rally

A goldilocks CPI report for Dec cheered markets on Thurs. spurring further risk-on. Bank earnings had warnings on Friday that were ignored.

tim@emorningcoffee.com

Is the Crypto winter over?

BTC and its brethren have bounced back from early July lows, but is this edition of a crypto winter over? I take a look in this article.

tim@emorningcoffee.com

2022 so far: not a year to remember for investors!

2022 has been an abysmal year for most indices and asset classes globally, with the exceptions being oil, gold and the FTSE 100. Now what?

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