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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 April 7, 2023
It was a holiday shortened week devoid of direction, with economic data providing a mixed picture. Oil, gold higher. Equities weaker.
tim@emorningcoffee.com
Apr 8, 20234 min read
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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.
tim@emorningcoffee.com
Mar 25, 20235 min read
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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.
tim@emorningcoffee.com
Jan 21, 20235 min read
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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
tim@emorningcoffee.com
Dec 10, 20225 min read
31
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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?
tim@emorningcoffee.com
Nov 26, 20224 min read
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Week ended Oct 7 2022
Markets were up on bad economic news, and then faltered on good economic news. The narrative of a Fed pivot won't go away.
tim@emorningcoffee.com
Oct 8, 20227 min read
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Week Ended Sept 30th, 2022
The week, month and quarter was simply a disaster for both equity and bond investors globally, there was simply nowhere to hide except cash.
tim@emorningcoffee.com
Oct 1, 20226 min read
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Week ended Sept 23rd 2022
It was a horrific week brought on by central banks doing exactly what they said they were going to do. Reality is setting in and its painful
tim@emorningcoffee.com
Sep 24, 20227 min read
53
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Week ended Sept 16th 2022
Not a good week at all for most asset classes, with the culprit being worst-than-expected CPI in the US. Economic data weak elsewhere too.
tim@emorningcoffee.com
Sep 17, 20226 min read
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