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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 April 8th 2022

This past week was all about the Fed and its increasingly hawkish approach, which seemed to catch investors off-guard.

tim@emorningcoffee.com

Week ended March 18th 2022

There were no massive surprises this past week as the Fed and BoE did just as expected, and the war in Ukraine unfortunately ground on.

tim@emorningcoffee.com

Week Ended February 11th 2022

A week of two halves. Equities performed well for 3 days and then high CPI and hawkish Fed comments clobbered stocks & bonds.

tim@emorningcoffee.com

Week ended February 4th 2022

Equities ended up thanks to GOOG and AMZN, and to a strong jobs report on Friday. The BoE raised its Bank Rate, and the ECB stood still.

tim@emorningcoffee.com

Week ended December 31, 2021

This is the year-end weekly update, and what a year it was! Nearly everything worked as far as risk assets. But what does 2022 bestow?

tim@emorningcoffee.com

Week ended December 17th, 2021

Focus this past week was on four of the world's major central banks, which provided the latest glimpse into the path of monetary policy.

tim@emorningcoffee.com

Week Ended November 19th, 2021

Weekly update for the past week, ended Nov 19th 2021. Bitcoin and oil were the big losers, with stocks mixed but showed modest gains.

tim@emorningcoffee.com

Week Ended November 5th, 2021

The Fed and BoE play along, with their dovish policies pushing USTs and Gilt prices higher and causing global equities to rock!

tim@emorningcoffee.com

Week Ended October 29th, 2021

FAMAG/other corp earnings/news, US 3Q21 GDP, UK '22 budget, ECB rate decision, Biden fiscal plan, G20 / COP26 meetings..lots to move markets

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