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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 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...
tim@emorningcoffee.com
May 13, 20234 min read
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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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Week ended March 17, 2023
Bank concerns continue even as solutions were put forth for First Republic and CS. NASDAQ and Bitcoin rally, other markets signal risk off
tim@emorningcoffee.com
Mar 18, 20235 min read
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WEEKLY: US economy running hot
The combination of the Fed's ongoing rhetoric and strong economic data finally hits home, as US stocks falter, following the UST market.
tim@emorningcoffee.com
Feb 18, 20234 min read
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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
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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
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Week ended February 18th 2022
This week was dominated by geopolitical news around Ukraine and Russia. Uncertainty led to a flow out of risk assets and into safe havens.
tim@emorningcoffee.com
Feb 19, 20226 min read
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