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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.

Week ended July 28, 2023: Looking good!

Bonds were battered again, but not global equities which took off like rockets. Earnings good, economic data good, etc – what's not to like

tim@emorningcoffee.com

Jul 29, 20234 min read

It's fair to say that disappointing results from Netflix and Tesla stopped the market in its tracks, although UK CPI was better.

tim@emorningcoffee.com

Jul 22, 20234 min read

US jobs data was sufficiently solid, largely as expected, that it wrecked the recent rally in stocks. UST yields were sent higher, too.

tim@emorningcoffee.com

Jul 8, 20235 min read

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

Markets were not overly inspiring this week even as volatility continued to decline. Japanese and small-cap US stocks were the big winners.

tim@emorningcoffee.com

Jun 10, 20235 min read

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

[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

Mixed data week but generally suggesting resilient US jobs market. Fed and ECB hike, Apple delivers the goods. Equities slightly weaker.

tim@emorningcoffee.com

May 6, 20235 min read

It was a holiday shortened week devoid of direction, with economic data providing a mixed picture. Oil, gold higher. Equities weaker.

tim@emorningcoffee.com

Apr 8, 20234 min read

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