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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.

tim@emorningcoffee.com

Nov 2, 20247 min read

Week ended Nov 1, 2024: UK autumn budget, earnings, economic data

UK autumn budget, earnings galore (including five "Mag 7" companies), and gobs of economic data...just as we lead into the US election!!

tim@emorningcoffee.com

Feb 17, 20245 min read

US inflation for January was hot, pushing equities bond bonds lower. International equities performed better. UK and Japan in recession.

tim@emorningcoffee.com

Dec 23, 20235 min read

Economic data remains mixed, but it is clear inflation is slowing in the US and Europe. Investors are all-in on a faster pivot, markets up.

tim@emorningcoffee.com

Aug 12, 20235 min read

Dullsville although markets did gyrate a bit, with equities and bonds lower, the USD, credit and oil better. US inflation bang on.

tim@emorningcoffee.com

Jul 22, 20234 min read

It's fair to say that disappointing results from Netflix and Tesla stopped the market in its tracks, although UK CPI was better.

tim@emorningcoffee.com

Jun 10, 20235 min read

Markets were not overly inspiring this week even as volatility continued to decline. Japanese and small-cap US stocks were the big winners.

tim@emorningcoffee.com

May 13, 20234 min read

[GO STRAIGHT TO THE TABLES] MARKETS SUMMARY Stocks didn’t do much week-over-week although the general trend was down. Japanese equities...

tim@emorningcoffee.com

Apr 29, 20235 min read

This week was about big tech earnings, which did not disappoint, and economic data, which suggested a slowing economy but stubborn inflation

tim@emorningcoffee.com

Jul 30, 20226 min read

July ends a winning month for US and European equities and bonds, following a dismal 1H2022. Earnings supportive, economic data in line.

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