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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

WEEKLY: Fed “talking heads” pour cold water on rally

The week could have been worse thanks to the talking heads from the Fed, but Friday saved the day. Yield curve steepens, oil prices plummet

tim@emorningcoffee.com

WEEKLY: US CPI and midterms push markets higher

FTX goes bust, US CPI suggests possible Fed pivot, and US midterms lead to the end of Dem progressive legislation. Equities & bonds rally.

tim@emorningcoffee.com

Week Ended Sept 30th, 2022

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

Week ended Sept 23rd 2022

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

Week ended Sept 9, 2022

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

Week ended August 19th 2022

Friday was a down day in US equities and bonds. Was it an anomaly or is reality setting back in? 2y Gilt yields also were sharply higher.

tim@emorningcoffee.com

Is the Crypto winter over?

BTC and its brethren have bounced back from early July lows, but is this edition of a crypto winter over? I take a look in this article.

tim@emorningcoffee.com

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.

tim@emorningcoffee.com

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.

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