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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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Week ended August 19th 2022
Friday was a down day in US equities and bonds. Was it an anomaly or is reality setting back in? 2y Gilt yields also were sharply higher.
tim@emorningcoffee.com
Aug 20, 20225 min read
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Week ended August 12, 2022
Disinflation at last, markets rejoice [SKIP THE COMMENTARY AND GO STRAIGHT TO THE TABLES] SUMMARY OF MARKETS All it took for US equity...
tim@emorningcoffee.com
Aug 13, 20225 min read
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Week ended August 5, 2022
The BoE bumped the rates 50bps, its largest increase since 1995. The US jobs report served as a reminder that inflation is not going away.
tim@emorningcoffee.com
Aug 6, 20226 min read
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Week ended July 1, 2022
Back to the same as equity markets tanked again this week bringing 1H22 to a close. USTs rallied though with yield plummeting.
tim@emorningcoffee.com
Jul 3, 20225 min read
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Week ended June 24, 2022
Markets gained momentum as the week wore on and ended solidly in the green for the week, a break with a horrific year so far. Bonds better.
tim@emorningcoffee.com
Jun 25, 20225 min read
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Week ended June 10, 2022
Nothing was pretty about this week, as the ECB being slightly more hawkish than expected and red-hot US inflation clobbered markets.
tim@emorningcoffee.com
Jun 11, 20227 min read
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Week ended June 3rd, 2022
Remember that 6%+ increase in US stocks just one week ago? Forget it – we are back to normal as both equities and bond prices move lower.
tim@emorningcoffee.com
Jun 4, 20226 min read
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Week ended May 27th 2022
US equities rally strongly into the close on Friday, bringing MtD returns for May into the green. Corp credit rallies too, the USD weakens.
tim@emorningcoffee.com
May 28, 20226 min read
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Week ended May 20th 2022
Poor US retail earnings and a more pessimistic outlook for FY were the catalysts driving US equities this week. EM was the best performer.
tim@emorningcoffee.com
May 21, 20226 min read
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