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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 Aug 4, 2023: It's August!
[GO STRAIGHT TO THE TABLES] We’re now into August, a normally lower-volume month, and often not the best month for equities. The table...
tim@emorningcoffee.com
Aug 6, 20234 min read
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
Week ended July 21, 2023: TSLA and NFLX drive sentiment
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
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 16, 2023: Risk-rally broadening
Fed pauses, ECB races ahead, BoJ stays loose; BoE poised to raise rates again this week. Dollar slumps, global equities power ahead,
tim@emorningcoffee.com
Jun 18, 20237 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 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.
tim@emorningcoffee.com
May 6, 20235 min read
Going nowhere fast: week ended April 21, 2023
Week ended April 21, 2023 [GO STRAIGHT TO THE TABLES] THINGS THAT CAUGHT MY EYE THIS WEEK U.K. economic data and consumer confidence The...
tim@emorningcoffee.com
Apr 22, 20234 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
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