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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.

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

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

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

Remember that 6%+ increase in US stocks just one week ago? Forget it – we are back to normal as both equities and bond prices move lower.

tim@emorningcoffee.com

Jun 4, 20226 min read

US equities rally strongly into the close on Friday, bringing MtD returns for May into the green. Corp credit rallies too, the USD weakens.

tim@emorningcoffee.com

May 28, 20226 min read

Poor US retail earnings and a more pessimistic outlook for FY were the catalysts driving US equities this week. EM was the best performer.

tim@emorningcoffee.com

May 21, 20226 min read

This past week was a downer for equities, saved only by a late-session recovery on Thursday with the rally extending into Friday.

tim@emorningcoffee.com

May 14, 20227 min read

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