tim@emorningcoffee.comApr 15, 20234 minWeek ended April 14, 2023Bank earnings better-than-expected, inflation slowing Stateside. Investors mixed, with equities higher and bond prices lower. Credit stable
tim@emorningcoffee.comApr 8, 20234 minWeek ended April 7, 2023It was a holiday shortened week devoid of direction, with economic data providing a mixed picture. Oil, gold higher. Equities weaker.
tim@emorningcoffee.comJan 7, 20233 minUS 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.
tim@emorningcoffee.comNov 26, 20224 minWEEKLY: Risk markets grind higherStocks 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?
tim@emorningcoffee.comJul 10, 20226 minWeek ended July 8th, 2022US jobs report over-rode concerns re resignation of UK PM Johnson and assassination of former Japanese PM Abe. Bonds tank, equities rally.
tim@emorningcoffee.comMay 28, 20226 minWeek ended May 27th 2022US equities rally strongly into the close on Friday, bringing MtD returns for May into the green. Corp credit rallies too, the USD weakens.