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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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US labour report stokes late-week rally (weekly update)
US markets started the year poorly, but a balanced NFP report for Dec, released Friday, cheered investors. European equities even stronger.
tim@emorningcoffee.com
Jan 7, 20233 min read
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Week ended Oct 7 2022
Markets were up on bad economic news, and then faltered on good economic news. The narrative of a Fed pivot won't go away.
tim@emorningcoffee.com
Oct 8, 20227 min read
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Week ended Sept 16th 2022
Not a good week at all for most asset classes, with the culprit being worst-than-expected CPI in the US. Economic data weak elsewhere too.
tim@emorningcoffee.com
Sep 17, 20226 min read
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Week ended July 29, 2022
July ends a winning month for US and European equities and bonds, following a dismal 1H2022. Earnings supportive, economic data in line.
tim@emorningcoffee.com
Jul 30, 20226 min read
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Week Ended October 15th, 2021: Goldilocks is back!
What a week! Equities bounce back with a vengeance as a combination of neural-to-good economic news and strong bank earnings are catalysts.
tim@emorningcoffee.com
Oct 16, 20213 min read
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Week Ended July 23, 2021: "Buy the Dip"
Week ended July 23 2021. After a dismal start on Monday, investors put aside economic and pandemic concerns as S&P 500 earnings were strong
tim@emorningcoffee.com
Jul 24, 20214 min read
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Week Ended May 21st: Not a Crypto Week!
Equities mixed, yields flattish, but the action was mainly in cryptocurrencies which got hammered last week. BTC down 40% off intraday high
tim@emorningcoffee.com
May 22, 20215 min read
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Week Ended May 7th and the Week Ahead
European equity markets performed nicely last week, whilst there was heightened volatility in US equity markets. USTs, gold, oil gained.
tim@emorningcoffee.com
May 8, 20215 min read
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Week Ended April 30 and the Week Ahead
This week was mainly about earnings as 180 of the S&P 500 companies reported their quarterly results. In summary, earnings were solid.
tim@emorningcoffee.com
May 1, 20214 min read
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