tim@emorningcoffee.com
Week ended April 15th 2022
CPI and PPI were red hot, UK CPI too. Neither the equity nor bond market much liked this one bit. Gold, oil, USD better, rest pretty poor.
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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
- Apr 3, 2022
- 8 min
Week ended April 1st 2022
Oil settles, inflation rages, Ukraine-Russia war drags on. The result? Equities rally, Treasuries get hammered. The yield curve inverts.
810
tim@emorningcoffee.com
- Mar 20, 2022
- 7 min
Week ended March 18th 2022
There were no massive surprises this past week as the Fed and BoE did just as expected, and the war in Ukraine unfortunately ground on.
420
tim@emorningcoffee.com
- Mar 12, 2022
- 6 min
Week ended March 11, 2022
It was another volatile week although the direction was fairly clear as investors continued to exit equities and bonds. Inflation is back!
340
tim@emorningcoffee.com
- Mar 6, 2022
- 5 min
Week Ended March 4th 2022
Ukraine-Russia conflict dominates news, although inflation data in the Eurozone and US continues to be red hot. Investors don't care!
690
tim@emorningcoffee.com
- Feb 19, 2022
- 6 min
Week ended February 18th 2022
This week was dominated by geopolitical news around Ukraine and Russia. Uncertainty led to a flow out of risk assets and into safe havens.
370
tim@emorningcoffee.com
- Feb 12, 2022
- 7 min
Week Ended February 11th 2022
A week of two halves. Equities performed well for 3 days and then high CPI and hawkish Fed comments clobbered stocks & bonds.
470
tim@emorningcoffee.com
- Feb 5, 2022
- 8 min
Week ended February 4th 2022
Equities ended up thanks to GOOG and AMZN, and to a strong jobs report on Friday. The BoE raised its Bank Rate, and the ECB stood still.
430
tim@emorningcoffee.com
- Jan 9, 2022
- 5 min
Week Ended January 7th 2022
It was a shaky start to 2022, with both equities and bonds getting hammered as sentiment soured and the Fed's hawkish tilt gained momentum.
510
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