tim@emorningcoffee.com
Week ended August 18, 2023: China and USTs steal thunder
This week was quiet although the slow drift lower for equities and bonds continued. China's economy and higher UST yields were the focus.
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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
- Jul 15
- 3 min
Week ended July 14, 2023: Investors party!
Stock and bond investors party hard, with equities ripping and US Treasury yields dropping sharply. A benign June CPI report was key driver
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tim@emorningcoffee.com
- Jun 18
- 7 min
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,
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tim@emorningcoffee.com
- Apr 24
- 7 min
The US debt ceiling debacle
The debt ceiling is front & centre as the date the US Treasury runs out of cash is drawing dangerously near. Here's my two cents, enjoy!
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tim@emorningcoffee.com
- Apr 15
- 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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tim@emorningcoffee.com
- Apr 8
- 4 min
Week ended April 7, 2023
It was a holiday shortened week devoid of direction, with economic data providing a mixed picture. Oil, gold higher. Equities weaker.
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tim@emorningcoffee.com
- Jan 5
- 3 min
My 2023 year-end guesses
The Street pros provide year-end 2023 projections for stocks and bonds, so why not EMC? Here are my guesstimates and rationales.
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tim@emorningcoffee.com
- Mar 6, 2022
- 5 min
Week Ended March 4th 2022
Ukraine-Russia conflict dominates news, although inflation data in the Eurozone and US continues to be red hot. Investors don't care!
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tim@emorningcoffee.com
- Oct 30, 2021
- 8 min
Week Ended October 29th, 2021
FAMAG/other corp earnings/news, US 3Q21 GDP, UK '22 budget, ECB rate decision, Biden fiscal plan, G20 / COP26 meetings..lots to move markets
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