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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 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.

tim@emorningcoffee.com

Apr 16, 20227 min read

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

tim@emorningcoffee.com

Apr 9, 20227 min read

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

Mar 20, 20227 min read

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

Feb 12, 20227 min read

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

Feb 5, 20228 min read

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

Jan 1, 20225 min read

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

Dec 18, 20217 min read

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

Nov 19, 20216 min read

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

Nov 6, 20216 min read

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