tim@emorningcoffee.com
Week ended June 23, 2023: BoE jumbo rate increase
Central banks, one after another, are raising rates to try to tame persistent inflation, but it's not working fast enough. Equities tanked.
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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
Jun 10, 20235 min read
Week ended June 9, 2023: Canadian haze
Markets were not overly inspiring this week even as volatility continued to decline. Japanese and small-cap US stocks were the big winners.
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tim@emorningcoffee.com
Jun 3, 20234 min read
Week ended June 2, 2023
Debt ceiling done as attention turns to the Fed's next move. US jobs data continues to suggest resiliency, and equities are liking it.
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tim@emorningcoffee.com
May 21, 20233 min read
Week ended May 19, 2023
Not a lot of news this week aside from the debt ceiling discussions and earnings from US retailers Walmart, Home Depot and Target.
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tim@emorningcoffee.com
May 6, 20235 min read
Week ended May 5, 2023: Now what?
Mixed data week but generally suggesting resilient US jobs market. Fed and ECB hike, Apple delivers the goods. Equities slightly weaker.
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tim@emorningcoffee.com
Apr 15, 20234 min read
Week ended April 14, 2023
Bank earnings better-than-expected, inflation slowing Stateside. Investors mixed, with equities higher and bond prices lower. Credit stable
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tim@emorningcoffee.com
Apr 8, 20234 min read
Week ended April 7, 2023
It was a holiday shortened week devoid of direction, with economic data providing a mixed picture. Oil, gold higher. Equities weaker.
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tim@emorningcoffee.com
Apr 1, 20235 min read
Week ended March 31, 2023
Risk markets ended a solid first quarter, as stocks and bonds rallied. The wind feels as if it is at our back as risk assets power forward.
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tim@emorningcoffee.com
Mar 25, 20235 min read
Week ended March 24, 2023
Concerns about banking arguably subsided as the week wore on, with Fed and BoE rate decisions taking centre stage. Risk assets better bid.
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