tim@emorningcoffee.comAug 174 min readWeek ended Aug 16, 2024: "everything up" week!It was an "everything up" week, with global equities, US Treasuries, corporate bonds and gold all registering gains. Happy summer!
tim@emorningcoffee.comJul 65 min readWeek ended July 5, 2024: UK election and US jobs reportLabour wins overwhelming majority in UK Parliamentary election. US jobs report favourable for inflation. French election ahead.
tim@emorningcoffee.comJun 153 min readWeek ended June 14, 2024: US inflation slowsUS CPI surprised on the downside (lower than expected) this week, setting a constructive tone. The FOMC says one rate cut, Europe wobbles.
tim@emorningcoffee.comMar 226 min readWeek ended March 22, 2023: It's an "everything rally" (nearly)It was an "everything rally" last week, with several equity markets touching record highs. US Treasuries also rallied. Thanks central banks
tim@emorningcoffee.comDec 30, 20233 min readWeek ended Dec 29, 2023: end of year (short) editionWe ended the year very much along the themes that drove 4Q23. Equities and government bonds were better bid across the board. 2024??
tim@emorningcoffee.comSep 30, 20237 min readWeek ended Sept 29, 2023 (end of 3Q)Dismal end to a dismal quarter, with stocks down and bonds getting hammered. US govt shutdown, US housing market and UST market worries.
tim@emorningcoffee.comJul 29, 20234 min readWeek ended July 28, 2023: Looking good! Bonds were battered again, but not global equities which took off like rockets. Earnings good, economic data good, etc – what's not to like
tim@emorningcoffee.comDec 31, 20223 min readWEEKLY: Damn glad that's over!It was a holiday shortened, rather lacklustre week in markets. Good that 2022 is over. FY returns were poor across equities and bonds.
tim@emorningcoffee.comNov 23, 20214 min readFOMO, TINA, YOLO and the FedDon't look to fundamentals to explain equity prices today – look to attitudes embedded in acronyms. And don't forget the super-easy Fed!