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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 Sept 9, 2022
The Labor Day holiday in the US on Monday and the Queen's death on Thursday framed the week, with risk assets rallying strongly on Friday.
tim@emorningcoffee.com
Sep 10, 20227 min read
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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.
tim@emorningcoffee.com
Aug 27, 20228 min read
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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.
tim@emorningcoffee.com
Aug 20, 20225 min read
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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...
tim@emorningcoffee.com
Aug 13, 20225 min read
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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.
tim@emorningcoffee.com
Aug 6, 20226 min read
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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.
tim@emorningcoffee.com
Jul 30, 20226 min read
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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
tim@emorningcoffee.com
Jul 23, 20228 min read
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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!
tim@emorningcoffee.com
Jul 16, 20225 min read
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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.
tim@emorningcoffee.com
Jul 3, 20225 min read
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