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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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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.
tim@emorningcoffee.com
Oct 29, 20226 min read
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
Sep 24, 20227 min read
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
Sep 10, 20227 min read
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.
tim@emorningcoffee.com
Aug 27, 20228 min read
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!
tim@emorningcoffee.com
Jul 15, 20225 min read
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.
tim@emorningcoffee.com
Jul 10, 20226 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.
tim@emorningcoffee.com
Jul 3, 20225 min read
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.
tim@emorningcoffee.com
Jun 25, 20225 min read
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.
tim@emorningcoffee.com
Jun 18, 20226 min read
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