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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.

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

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

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

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

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

Nothing was pretty about this week, as the ECB being slightly more hawkish than expected and red-hot US inflation clobbered markets.

tim@emorningcoffee.com

Jun 11, 20227 min read

Russia's invasion of Ukraine moved front & centre, but once the invasion got underway, markets had what might be termed a relief rally.

tim@emorningcoffee.com

Feb 28, 20224 min read

A week of two halves. Equities performed well for 3 days and then high CPI and hawkish Fed comments clobbered stocks & bonds.

tim@emorningcoffee.com

Feb 12, 20227 min read

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.

tim@emorningcoffee.com

Dec 18, 20217 min read

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