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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 June 23, 2023: BoE jumbo rate increase
Central banks, one after another, are raising rates to try to tame persistent inflation, but it's not working fast enough. Equities tanked.
tim@emorningcoffee.com
Jun 24, 20235 min read
Week ended June 2, 2023
Debt ceiling done as attention turns to the Fed's next move. US jobs data continues to suggest resiliency, and equities are liking it.
tim@emorningcoffee.com
Jun 3, 20234 min read
Week ended May 26, 2023: Feeling fragile
Debt ceiling drags on, Nvidia clobbers their earnings, and UK inflation rages. Still, equities power forward led by US tech and Japan.
tim@emorningcoffee.com
May 27, 20235 min read
Week ended May 19, 2023
Not a lot of news this week aside from the debt ceiling discussions and earnings from US retailers Walmart, Home Depot and Target.
tim@emorningcoffee.com
May 21, 20233 min read
Week ended May 12, 2023
[GO STRAIGHT TO THE TABLES] MARKETS SUMMARY Stocks didn’t do much week-over-week although the general trend was down. Japanese equities...
tim@emorningcoffee.com
May 13, 20234 min read
Week ended April 28, 2023: Big tech serves up the numbers
This week was about big tech earnings, which did not disappoint, and economic data, which suggested a slowing economy but stubborn inflation
tim@emorningcoffee.com
Apr 29, 20235 min read
Week ended April 14, 2023
Bank earnings better-than-expected, inflation slowing Stateside. Investors mixed, with equities higher and bond prices lower. Credit stable
tim@emorningcoffee.com
Apr 15, 20234 min read
Week ended March 31, 2023
Risk markets ended a solid first quarter, as stocks and bonds rallied. The wind feels as if it is at our back as risk assets power forward.
tim@emorningcoffee.com
Apr 1, 20235 min read
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
Feb 25, 20234 min read
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