inflation | E-Morning Coffee

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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.

tim@emorningcoffee.com

WEEKLY: Inflation, inflation, inflation!

Inflation data weighed on markets again this week, with the S&P 500 declining for the 3rd consecutive week and UST yields pushing higher.

tim@emorningcoffee.com

Stocks - do they always go up?

Stocks do not always go up over shorter periods, but they do over longer periods. This article provides empirical support, see for yourself

tim@emorningcoffee.com

Week ended Feb 3rd, 2023

Until the end of the week, the data and earnings were saying one thing and investors were hearing another. Markets decent though till Fri.

tim@emorningcoffee.com

WEEKLY: Didn't see that coming!

The good news is that Nov was a terrific and positive month for stocks and bonds. The bad news is inflation won't go away. Read on....

tim@emorningcoffee.com

WEEKLY: US CPI and midterms push markets higher

FTX goes bust, US CPI suggests possible Fed pivot, and US midterms lead to the end of Dem progressive legislation. Equities & bonds rally.

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.

tim@emorningcoffee.com

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

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

Who do you trust?

Do you trust the Fed, or the Bank of England, or the Bank of Japan, or the ECB, or the Bank of China? Shades of grey for sure, read on!

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