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.
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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.
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tim@emorningcoffee.com
Jul 30, 20226 min read
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.
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tim@emorningcoffee.com
Jul 16, 20225 min read
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!
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tim@emorningcoffee.com
Jul 3, 20225 min read
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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tim@emorningcoffee.com
May 28, 20226 min read
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.
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tim@emorningcoffee.com
May 21, 20226 min read
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.
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tim@emorningcoffee.com
May 14, 20227 min read
Week ended May 13th 2022
This past week was a downer for equities, saved only by a late-session recovery on Thursday with the rally extending into Friday.
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tim@emorningcoffee.com
May 8, 20226 min read
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.
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tim@emorningcoffee.com
Apr 16, 20227 min read
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.
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