tim@emorningcoffee.com
WEEKLY: Actions speak louder than words
The Fed, ECB and BoE all did exactly as predicted, but comments following press releases were decidedly hawkish. Markets puked on this.
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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
- Dec 10, 2022
- 5 min
WEEKLY: Big week ahead, CPI and central bank meetings
Mixed week, sentiment shifters driving momentum markets. US economy continuing to show resiliency, muting the Fed's fight against inflation
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tim@emorningcoffee.com
- Oct 29, 2022
- 6 min
WEEKLY: Markets improve as FAMAG companies flounder
This week was mainly about earnings, including banks, FAMAG companies and oil giants. ECB and BoJ behaved as expected. US 3Q22 GDP beats.
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tim@emorningcoffee.com
- Sep 24, 2022
- 7 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, 2022
- 7 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 27, 2022
- 8 min
Week ended August 26th 2022
At the economic symposium, Fed chair Powell presented a committed focus to snuff out inflation. Global growth is slowing, inflation high.
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tim@emorningcoffee.com
- Jul 15, 2022
- 5 min
Who do you trust?
Do you trust the Fed, or the Bank of England, or the Bank of Japan, or the ECB, or the Bank of China? Shades of grey for sure, read on!
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tim@emorningcoffee.com
- Jul 10, 2022
- 6 min
Week ended July 8th, 2022
US jobs report over-rode concerns re resignation of UK PM Johnson and assassination of former Japanese PM Abe. Bonds tank, equities rally.
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tim@emorningcoffee.com
- Jul 3, 2022
- 5 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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