tim@emorningcoffee.com
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.
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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
- Oct 8, 2022
- 7 min
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.
650
tim@emorningcoffee.com
- Sep 17, 2022
- 6 min
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.
550
tim@emorningcoffee.com
- Jul 30, 2022
- 6 min
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.
490
tim@emorningcoffee.com
- Oct 16, 2021
- 3 min
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.
290
tim@emorningcoffee.com
- Jul 24, 2021
- 4 min
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
411
tim@emorningcoffee.com
- May 22, 2021
- 5 min
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
460
tim@emorningcoffee.com
- May 8, 2021
- 5 min
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.
543
tim@emorningcoffee.com
- May 1, 2021
- 4 min
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.
80
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