tim@emorningcoffee.com
Week ended July 29, 2022
July ends a winning month for US and European equities and bonds, following a dismal 1H2022. Earnings supportive, economic data in line.
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
tim@emorningcoffee.com
Jul 26, 20226 min read
FAMAG earnings: investors on edge
This is a monumental week for earnings, with 167 S&P 500 companies – including all five FAMAG big tech companies – reporting results.
600
tim@emorningcoffee.com
Jul 23, 20228 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
420
tim@emorningcoffee.com
Jul 16, 20225 min read
Week ended July 15th 2022
At least we ended on a constructive tone on Friday, even though CPI in June in the US soared to 9.1%/annum, the highest since 1981!
320
tim@emorningcoffee.com
Jul 10, 20226 min read
Week ended July 8th, 2022
US jobs report over-rode concerns re resignation of UK PM Johnson and assassination of former Japanese PM Abe. Bonds tank, equities rally.
500
tim@emorningcoffee.com
Jun 18, 20226 min read
Week ended June 17, 2022
It was a dismal week, with cash being nearly the only long asset that was worth owning. Equities, bonds, cryptos – even oil – got hammered.
740
tim@emorningcoffee.com
Jan 29, 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
370
tim@emorningcoffee.com
Jan 12, 20223 min read
FAMAG Stocks Still Matter.....A Lot
Update on the FAMAG stocks (+TSLA, NVDA), an amazing group of stocks. These cos are important contributors to the S&P 500.
820
tim@emorningcoffee.com
Jan 9, 20225 min read
Week Ended January 7th 2022
It was a shaky start to 2022, with both equities and bonds getting hammered as sentiment soured and the Fed's hawkish tilt gained momentum.
510
Home: Blog2
bottom of page