tim@emorningcoffee.com
Week ended Aug 16, 2024: "everything up" week!
It was an "everything up" week, with global equities, US Treasuries, corporate bonds and gold all registering gains. Happy summer!
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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.
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tim@emorningcoffee.com
Jan 73 min read
Week ended Jan 5, 2024
Sloppy start to the new year in most traditional asset markets. Credit also weakened, and the USD strengthened. Off we go!
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tim@emorningcoffee.com
Dec 30, 20233 min read
Week ended Dec 29, 2023: end of year (short) edition
We ended the year very much along the themes that drove 4Q23. Equities and government bonds were better bid across the board. 2024??
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tim@emorningcoffee.com
Jul 29, 20234 min read
Week ended July 28, 2023: Looking good!
Bonds were battered again, but not global equities which took off like rockets. Earnings good, economic data good, etc – what's not to like
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tim@emorningcoffee.com
May 6, 20235 min read
Week ended May 5, 2023: Now what?
Mixed data week but generally suggesting resilient US jobs market. Fed and ECB hike, Apple delivers the goods. Equities slightly weaker.
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tim@emorningcoffee.com
Apr 8, 20234 min read
Week ended April 7, 2023
It was a holiday shortened week devoid of direction, with economic data providing a mixed picture. Oil, gold higher. Equities weaker.
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tim@emorningcoffee.com
Feb 23, 20237 min read
The Great Reveal
Since I write a lot about markets and macroeconomic topics, it is only fair that I talk about my own investment portfolio.
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tim@emorningcoffee.com
Dec 31, 20223 min read
WEEKLY: Damn glad that's over!
It was a holiday shortened, rather lacklustre week in markets. Good that 2022 is over. FY returns were poor across equities and bonds.
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tim@emorningcoffee.com
Jun 7, 20228 min read
2022 so far: not a year to remember for investors!
2022 has been an abysmal year for most indices and asset classes globally, with the exceptions being oil, gold and the FTSE 100. Now what?
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