tim@emorningcoffee.com
Week ended June 24, 2022
Markets gained momentum as the week wore on and ended solidly in the green for the week, a break with a horrific year so far. Bonds better.
top of page
Home: Welcome
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.
Search
tim@emorningcoffee.com
- Jun 18, 2022
- 6 min
Week ended June 17, 2022
It was a dismal week, with cash being nearly the only long asset that was worth owning. Equities, bonds, cryptos – even oil – got hammered.
740
tim@emorningcoffee.com
- Jun 11, 2022
- 7 min
Week ended June 10, 2022
Nothing was pretty about this week, as the ECB being slightly more hawkish than expected and red-hot US inflation clobbered markets.
440
tim@emorningcoffee.com
- Jun 7, 2022
- 8 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?
780
tim@emorningcoffee.com
- May 28, 2022
- 6 min
Week ended May 27th 2022
US equities rally strongly into the close on Friday, bringing MtD returns for May into the green. Corp credit rallies too, the USD weakens.
390
tim@emorningcoffee.com
- May 21, 2022
- 6 min
Week ended May 20th 2022
Poor US retail earnings and a more pessimistic outlook for FY were the catalysts driving US equities this week. EM was the best performer.
480
tim@emorningcoffee.com
- May 8, 2022
- 6 min
Week ended May 6th, 2022
Although 160 S&P 500 companies reported earnings this week, all eyes were on the Fed's and BoE's rate decisions, and on the US jobs report.
600
tim@emorningcoffee.com
- Apr 22, 2022
- 7 min
Week ended April 22, 2022
Earnings dominated the news flow, mostly goods(but not all). Still, USTs and equities continues their sell-off, down sharply on the week.
460
tim@emorningcoffee.com
- Apr 16, 2022
- 7 min
Week ended April 15th 2022
CPI and PPI were red hot, UK CPI too. Neither the equity nor bond market much liked this one bit. Gold, oil, USD better, rest pretty poor.
260
Home: Blog2
bottom of page