tim@emorningcoffee.com
Week ended June 24, 2022
Markets gained momentum as the week wore on and ended solidly in the green for the week, a break with a horrific year so far. Bonds better.
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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
- Jun 18, 2022
- 6 min
Week ended June 17, 2022
It was a dismal week, with cash being nearly the only long asset that was worth owning. Equities, bonds, cryptos – even oil – got hammered.
740
tim@emorningcoffee.com
- Jun 11, 2022
- 7 min
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.
440
tim@emorningcoffee.com
- Feb 28, 2022
- 4 min
Week ended February 25th, 2022
Russia's invasion of Ukraine moved front & centre, but once the invasion got underway, markets had what might be termed a relief rally.
640
tim@emorningcoffee.com
- Feb 12, 2022
- 7 min
Week Ended February 11th 2022
A week of two halves. Equities performed well for 3 days and then high CPI and hawkish Fed comments clobbered stocks & bonds.
460
tim@emorningcoffee.com
- Dec 18, 2021
- 7 min
Week ended December 17th, 2021
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.
300
tim@emorningcoffee.com
- Nov 6, 2021
- 6 min
Week Ended November 5th, 2021
The Fed and BoE play along, with their dovish policies pushing USTs and Gilt prices higher and causing global equities to rock!
390
tim@emorningcoffee.com
- Jun 12, 2021
- 3 min
Week Ended June 11th: Focus on ECB Decision and May CPI
Weekly update, attention focused on ECB policy and US May CPI. Markets reacted well, but look bored - meme stocks and crypto vol dominate.
240
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