tim@emorningcoffee.com
Week ended August 26th 2022
At the economic symposium, Fed chair Powell presented a committed focus to snuff out inflation. Global growth is slowing, inflation high.
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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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tim@emorningcoffee.com
- Aug 20, 2022
- 5 min
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.
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tim@emorningcoffee.com
- Aug 13, 2022
- 5 min
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...
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tim@emorningcoffee.com
- Aug 6, 2022
- 6 min
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.
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tim@emorningcoffee.com
- Jul 30, 2022
- 6 min
Week ended July 29, 2022
July ends a winning month for US and European equities and bonds, following a dismal 1H2022. Earnings supportive, economic data in line.
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tim@emorningcoffee.com
- Jul 23, 2022
- 8 min
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
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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!
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tim@emorningcoffee.com
- Jul 3, 2022
- 5 min
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.
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tim@emorningcoffee.com
- Jun 25, 2022
- 5 min
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.
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