tim@emorningcoffee.comAug 13, 20225 min readWeek ended August 12, 2022Disinflation at last, markets rejoice [SKIP THE COMMENTARY AND GO STRAIGHT TO THE TABLES] SUMMARY OF MARKETS All it took for US equity...
tim@emorningcoffee.comJul 23, 20228 min readWeek ended July 22, 2022ECB shocks markets with a 50bps increases in rates, Italy in turmoil, PMI data weak, inflation rages, global equities and credit better WoW
tim@emorningcoffee.comJul 15, 20225 min readWho 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!
tim@emorningcoffee.comJul 10, 20226 min readWeek ended July 8th, 2022US jobs report over-rode concerns re resignation of UK PM Johnson and assassination of former Japanese PM Abe. Bonds tank, equities rally.
tim@emorningcoffee.comJun 4, 20226 min readWeek ended June 3rd, 2022Remember that 6%+ increase in US stocks just one week ago? Forget it – we are back to normal as both equities and bond prices move lower.
tim@emorningcoffee.comMay 14, 20227 min readWeek ended May 13th 2022This past week was a downer for equities, saved only by a late-session recovery on Thursday with the rally extending into Friday.
tim@emorningcoffee.comApr 16, 20227 min readWeek ended April 15th 2022CPI 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.
tim@emorningcoffee.comFeb 28, 20224 min readWeek ended February 25th, 2022Russia's invasion of Ukraine moved front & centre, but once the invasion got underway, markets had what might be termed a relief rally.
tim@emorningcoffee.comFeb 19, 20226 min readWeek ended February 18th 2022This week was dominated by geopolitical news around Ukraine and Russia. Uncertainty led to a flow out of risk assets and into safe havens.