tim@emorningcoffee.com
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...
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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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tim@emorningcoffee.com
May 6, 20235 min
Week ended May 5, 2023: Now what?
Mixed data week but generally suggesting resilient US jobs market. Fed and ECB hike, Apple delivers the goods. Equities slightly weaker.
260
tim@emorningcoffee.com
Apr 8, 20234 min
Week ended April 7, 2023
It was a holiday shortened week devoid of direction, with economic data providing a mixed picture. Oil, gold higher. Equities weaker.
260
tim@emorningcoffee.com
Mar 25, 20235 min
Week ended March 24, 2023
Concerns about banking arguably subsided as the week wore on, with Fed and BoE rate decisions taking centre stage. Risk assets better bid.
270
tim@emorningcoffee.com
Mar 11, 20234 min
WEEKLY: Regulatory takeover of SIVB steals the show
In a week full of economic data and news, the take-over of Silicon Valley Bank by the FDIC spurred a risk-off attitude, with USTs gaining.
410
tim@emorningcoffee.com
Feb 25, 20234 min
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.
392
tim@emorningcoffee.com
Feb 5, 20234 min
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.
500
tim@emorningcoffee.com
Jan 30, 20233 min
Musings to start the week
As we kick off the week with what looks like will be a weak opening in US stock and bond markets following weakness in Asian and European...
260
tim@emorningcoffee.com
Jan 28, 20234 min
WEEKLY: Risk assets head to the moon!
We are going "to the moon" across risk assets of all types. Can this continue? I'm not convinced but it's been a great start to 2023!
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