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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 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


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


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


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!

tim@emorningcoffee.com
Jul 15, 20225 min read


Week ended July 8th, 2022
US jobs report over-rode concerns re resignation of UK PM Johnson and assassination of former Japanese PM Abe. Bonds tank, equities rally.

tim@emorningcoffee.com
Jul 10, 20226 min read


Week ended June 3rd, 2022
Remember 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.com
Jun 4, 20226 min read


Week ended May 13th 2022
This past week was a downer for equities, saved only by a late-session recovery on Thursday with the rally extending into Friday.

tim@emorningcoffee.com
May 14, 20227 min read


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.

tim@emorningcoffee.com
Apr 16, 20227 min read


Week ended February 25th, 2022
Russia's invasion of Ukraine moved front & centre, but once the invasion got underway, markets had what might be termed a relief rally.

tim@emorningcoffee.com
Feb 28, 20224 min read
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