tim@emorningcoffee.com
Week ended Aug 16, 2024: "everything up" week!
It was an "everything up" week, with global equities, US Treasuries, corporate bonds and gold all registering gains. Happy summer!
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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
Mar 155 min
Week ended March 15, 2024: most assets falter
Hotter-than-expected US inflation data clobbered the bond market, and after digestion, also rattled US equities. Credit was better (again).
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tim@emorningcoffee.com
Mar 17 min
Week ended March 1, 2024
More of the same, as risk-on sentiment pushes US equity markets to record highs. Bitcoin is soaring, too. Economic data remains supportive
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tim@emorningcoffee.com
Feb 175 min
Week ended Feb 16th, 2024: economic data drives markets
US inflation for January was hot, pushing equities bond bonds lower. International equities performed better. UK and Japan in recession.
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tim@emorningcoffee.com
Aug 20, 20235 min
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.
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tim@emorningcoffee.com
Apr 22, 20234 min
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...
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tim@emorningcoffee.com
Apr 8, 20234 min
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.
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tim@emorningcoffee.com
Jul 20, 202211 min
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.
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tim@emorningcoffee.com
Jun 7, 20228 min
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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