tim@emorningcoffee.com
Week ended July 22, 2022
ECB shocks markets with a 50bps increases in rates, Italy in turmoil, PMI data weak, inflation rages, global equities and credit better WoW
top of page
Home: Welcome
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.
Search
tim@emorningcoffee.com
- Jul 16, 2022
- 5 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
- Mar 6, 2022
- 5 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 19, 2022
- 6 min
Week ended February 18th 2022
This week was dominated by geopolitical news around Ukraine and Russia. Uncertainty led to a flow out of risk assets and into safe havens.
370
tim@emorningcoffee.com
- Jan 29, 2022
- 8 min
Week Ended January 28th 2022
What a week this was! Equities were all over the place rattled by the Fed's Q&A (post-FOMC mins), and buffeted by earnings from MSFT & AAPL
370
tim@emorningcoffee.com
- Jan 9, 2022
- 5 min
Week Ended January 7th 2022
It was a shaky start to 2022, with both equities and bonds getting hammered as sentiment soured and the Fed's hawkish tilt gained momentum.
510
tim@emorningcoffee.com
- Dec 18, 2021
- 7 min
Week ended December 17th, 2021
Focus this past week was on four of the world's major central banks, which provided the latest glimpse into the path of monetary policy.
320
tim@emorningcoffee.com
- Nov 27, 2021
- 7 min
Week Ended November 26th, 2021
This week was all about Friday, as global equities were hammered after news of the new COVID variant. It was squarely risk-off in markets.
380
tim@emorningcoffee.com
- Oct 22, 2021
- 6 min
Week Ended October 22, 2021
This week did not have a lot of economic news, but a combination of earnings, the first Bitcoin ETF and two interesting SPACs featured.
250
Home: Blog2
bottom of page