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, 20227 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, 20226 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, 20226 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
Jul 16, 20225 min
Week ended July 15th 2022
At least we ended on a constructive tone on Friday, even though CPI in June in the US soared to 9.1%/annum, the highest since 1981!
320
tim@emorningcoffee.com
Jun 18, 20226 min
Week ended June 17, 2022
It was a dismal week, with cash being nearly the only long asset that was worth owning. Equities, bonds, cryptos – even oil – got hammered.
740
tim@emorningcoffee.com
Mar 6, 20225 min
Week Ended March 4th 2022
Ukraine-Russia conflict dominates news, although inflation data in the Eurozone and US continues to be red hot. Investors don't care!
690
tim@emorningcoffee.com
Feb 8, 202218 min
Corporate bonds: why you should care about this market
This is a primer on corporate bonds, investment grade & high yield. It also discusses the pandemic and its effect on the corp bond market.
2433
tim@emorningcoffee.com
Jan 1, 20225 min
Week ended December 31, 2021
This is the year-end weekly update, and what a year it was! Nearly everything worked as far as risk assets. But what does 2022 bestow?
390
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