tim@emorningcoffee.com
Week ended July 12, 2024: stocks and bonds rip
Stocks rip and bonds rip. Small cap stocks did the best in the States while tech floundered. US CPI cooler than expected. UK growth better
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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
- Jun 15
- 3 min
Week ended June 14, 2024: US inflation slows
US CPI surprised on the downside (lower than expected) this week, setting a constructive tone. The FOMC says one rate cut, Europe wobbles.
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tim@emorningcoffee.com
- Apr 13
- 4 min
Week ended April 12, 2024: "hot" US CPI data wrecks markets
US CPI data released Weds morning was the culprit, wrecking sentiment in equities and sending yields soaring. Gold and the Dollar stronger.
240
tim@emorningcoffee.com
- Feb 17
- 5 min
Week ended Feb 16th, 2024: economic data drives markets
US inflation for January was hot, pushing equities bond bonds lower. International equities performed better. UK and Japan in recession.
390
tim@emorningcoffee.com
- Jan 13
- 4 min
Week ended January 12, 2024: focus on Bitcoin ETFs
Last week was about US inflation data and the approval of Bitcoin ETFs. CPI was slightly hot, and PPI was weak, sending yields lower.
330
tim@emorningcoffee.com
- Oct 14, 2023
- 3 min
Week ended October 13, 2023: reality of war sets in
A deferred reaction to war in the Middle East meant that equities rallied and bonds sold off in the first half of the week, but then......
440
tim@emorningcoffee.com
- Aug 12, 2023
- 5 min
Week ended August 11, 2023: rather boring
Dullsville although markets did gyrate a bit, with equities and bonds lower, the USD, credit and oil better. US inflation bang on.
400
tim@emorningcoffee.com
- May 13, 2023
- 4 min
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...
340
tim@emorningcoffee.com
- Apr 15, 2023
- 4 min
Week ended April 14, 2023
Bank earnings better-than-expected, inflation slowing Stateside. Investors mixed, with equities higher and bond prices lower. Credit stable
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