top of page
Home: Welcome
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.
Search
WEEKLY: Much ado about nothing
Earnings season ended and data was sparse. Equities rallied, gaining in the US for the first time in 4 weeks. Bond yields rose.
tim@emorningcoffee.com
Mar 4, 20234 min read
Predicting stock prices: 2023
The consensus view is that stocks will rise modestly in 2023. History has proven one thing – analysts will be wrong!
tim@emorningcoffee.com
Dec 22, 202210 min read
Week ended Oct 14, 2022
The Truss government takes a U-Turn and throws Kwarteng under the bus, and US equities experience unusual volatility following hot CPI.
tim@emorningcoffee.com
Oct 15, 20226 min read
Week ended July 22, 2022
ECB shocks markets with a 50bps increases in rates, Italy in turmoil, PMI data weak, inflation rages, global equities and credit better WoW
tim@emorningcoffee.com
Jul 23, 20228 min read
Week Ended January 28th 2022
What a week this was! Equities were all over the place rattled by the Fed's Q&A (post-FOMC mins), and buffeted by earnings from MSFT & AAPL
tim@emorningcoffee.com
Jan 29, 20228 min read
Week Ended November 5th, 2021
The Fed and BoE play along, with their dovish policies pushing USTs and Gilt prices higher and causing global equities to rock!
tim@emorningcoffee.com
Nov 6, 20216 min read
How did we get here: US equities are expensive
Why are equities at historically high levels less than 1.5 years following a pandemic unlike anything experienced in 100 years?
tim@emorningcoffee.com
Jul 27, 20218 min read
Home: Blog2
bottom of page