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
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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
Nov 12, 20226 min
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.
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tim@emorningcoffee.com
Oct 1, 20226 min
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.
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tim@emorningcoffee.com
Sep 24, 20227 min
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
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tim@emorningcoffee.com
Sep 10, 20227 min
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.
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tim@emorningcoffee.com
Aug 20, 20225 min
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.
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tim@emorningcoffee.com
Jul 20, 202211 min
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.
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tim@emorningcoffee.com
Jul 3, 20225 min
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
Jun 7, 20228 min
2022 so far: not a year to remember for investors!
2022 has been an abysmal year for most indices and asset classes globally, with the exceptions being oil, gold and the FTSE 100. Now what?
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