tim@emorningcoffee.com
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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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
- May 30
- 3 min
BIPs, RIPs and CHIPs
Get ready for the next FOMC meeting and a market rip following the debt ceiling agreement. Want to better understand semiconductors?
260
tim@emorningcoffee.com
- Feb 5
- 4 min
Week ended Feb 3rd, 2023
Until the end of the week, the data and earnings were saying one thing and investors were hearing another. Markets decent though till Fri.
390
tim@emorningcoffee.com
- Jan 28
- 4 min
WEEKLY: Risk assets head to the moon!
We are going "to the moon" across risk assets of all types. Can this continue? I'm not convinced but it's been a great start to 2023!
360
tim@emorningcoffee.com
- Nov 26, 2022
- 4 min
WEEKLY: Risk markets grind higher
Stocks and bonds are much better on the week, continuing a nice run in the 4Q22. The rally is broadening and orderly. Too much, too fast?
280
tim@emorningcoffee.com
- Nov 5, 2022
- 7 min
WEEKLY: Fed, BoE raise rates; US equities / bonds take it on the chin
US equities and bonds get crushed, other global equity markets improve. USTs weaker, gold rallies, oil up and USD lower. Fed, BoE raise.
280
tim@emorningcoffee.com
- Jul 10, 2022
- 6 min
Week ended July 8th, 2022
US jobs report over-rode concerns re resignation of UK PM Johnson and assassination of former Japanese PM Abe. Bonds tank, equities rally.
490
tim@emorningcoffee.com
- Sep 25, 2021
- 4 min
Week Ended Sept 24th, 2021: Equities claw back Monday's sharp losses
The week started poorly but by the end of the week, the Fed had provided just enough fuel to stoke on buy-the-dip investors.
230
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