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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.

Week ended Oct 21, 2022

Headlines says it all. More turmoil in U.K. politics (and 10.1% CPI). Decent S&P 500 earnings, TSLA and SNAP disappoint. Yen softens.

tim@emorningcoffee.com

Oct 22, 20226 min read

Markets were up on bad economic news, and then faltered on good economic news. The narrative of a Fed pivot won't go away.

tim@emorningcoffee.com

Oct 8, 20227 min read

The week, month and quarter was simply a disaster for both equity and bond investors globally, there was simply nowhere to hide except cash.

tim@emorningcoffee.com

Oct 1, 20226 min read

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

Sep 24, 20227 min read

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

Sep 17, 20226 min read

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

Sep 10, 20227 min read

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

Aug 13, 20225 min read

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

Aug 6, 20226 min read

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

Jul 30, 20226 min read

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