tim@emorningcoffee.com
Week Ended Sept 30th, 2022
The week, month and quarter was simply a disaster for both equity and bond investors globally, there was simply nowhere to hide except cash.
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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
Sep 24, 20227 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
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tim@emorningcoffee.com
Sep 17, 20226 min read
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.
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tim@emorningcoffee.com
Sep 10, 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.
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tim@emorningcoffee.com
Aug 27, 20228 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.
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tim@emorningcoffee.com
Aug 20, 20225 min read
Week ended August 19th 2022
Friday was a down day in US equities and bonds. Was it an anomaly or is reality setting back in? 2y Gilt yields also were sharply higher.
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tim@emorningcoffee.com
Aug 13, 20225 min read
Week ended August 12, 2022
Disinflation at last, markets rejoice [SKIP THE COMMENTARY AND GO STRAIGHT TO THE TABLES] SUMMARY OF MARKETS All it took for US equity...
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tim@emorningcoffee.com
Aug 6, 20226 min read
Week ended August 5, 2022
The BoE bumped the rates 50bps, its largest increase since 1995. The US jobs report served as a reminder that inflation is not going away.
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tim@emorningcoffee.com
Jul 23, 20228 min read
Week ended July 22, 2022
ECB shocks markets with a 50bps increases in rates, Italy in turmoil, PMI data weak, inflation rages, global equities and credit better WoW
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