tim@emorningcoffee.com
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.
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
- Apr 8
- 4 min
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.
240
tim@emorningcoffee.com
- Mar 25
- 5 min
Week ended March 24, 2023
Concerns about banking arguably subsided as the week wore on, with Fed and BoE rate decisions taking centre stage. Risk assets better bid.
240
tim@emorningcoffee.com
- Feb 23
- 7 min
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.
1911
tim@emorningcoffee.com
- Jan 21
- 5 min
WEEKLY: News mixed, markets skid sideways
Markets largely slid sideways this week. Large tech companies continue layoffs. Economic data suggests peak inflation has been reached.
440
tim@emorningcoffee.com
- Dec 31, 2022
- 3 min
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.
422
tim@emorningcoffee.com
- Dec 10, 2022
- 5 min
WEEKLY: Big week ahead, CPI and central bank meetings
Mixed week, sentiment shifters driving momentum markets. US economy continuing to show resiliency, muting the Fed's fight against inflation
294
tim@emorningcoffee.com
- Nov 26, 2022
- 4 min
WEEKLY: Risk markets grind higher
Stocks 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?
280
tim@emorningcoffee.com
- Jun 7, 2022
- 8 min
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?
780
Home: Blog2
bottom of page