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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 Sept 23rd 2022

It was a horrific week brought on by central banks doing exactly what they said they were going to do. Reality is setting in and its painful

tim@emorningcoffee.com

Week ended Sept 16th 2022

Not a good week at all for most asset classes, with the culprit being worst-than-expected CPI in the US. Economic data weak elsewhere too.

tim@emorningcoffee.com

Week ended Sept 9, 2022

The Labor Day holiday in the US on Monday and the Queen's death on Thursday framed the week, with risk assets rallying strongly on Friday.

tim@emorningcoffee.com

Week ended August 12, 2022

Disinflation at last, markets rejoice [SKIP THE COMMENTARY AND GO STRAIGHT TO THE TABLES] SUMMARY OF MARKETS All it took for US equity...

tim@emorningcoffee.com

Week ended August 5, 2022

The BoE bumped the rates 50bps, its largest increase since 1995. The US jobs report served as a reminder that inflation is not going away.

tim@emorningcoffee.com

Week ended July 29, 2022

July ends a winning month for US and European equities and bonds, following a dismal 1H2022. Earnings supportive, economic data in line.

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

Week ended July 15th 2022

At least we ended on a constructive tone on Friday, even though CPI in June in the US soared to 9.1%/annum, the highest since 1981!

tim@emorningcoffee.com

Week ended July 1, 2022

Back to the same as equity markets tanked again this week bringing 1H22 to a close. USTs rallied though with yield plummeting.

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