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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.

Week ended April 19, 2024: not a good week!

It was another challenging week for both stocks and bonds, with the sell-off in equities gaining steam as tech stocks flounder.

tim@emorningcoffee.com

Apr 20, 20248 min read

US inflation for January was hot, pushing equities bond bonds lower. International equities performed better. UK and Japan in recession.

tim@emorningcoffee.com

Feb 17, 20245 min read

The S&P 500 closed at a record high. European and EM stocks slumped. USTs also got hammered. Davos and economic data drove sentiment.

tim@emorningcoffee.com

Jan 20, 20244 min read

Sloppy start to the new year in most traditional asset markets. Credit also weakened, and the USD strengthened. Off we go!

tim@emorningcoffee.com

Jan 7, 20243 min read

This week was quiet although the slow drift lower for equities and bonds continued. China's economy and higher UST yields were the focus.

tim@emorningcoffee.com

Aug 20, 20235 min read

Stock and bond investors party hard, with equities ripping and US Treasury yields dropping sharply. A benign June CPI report was key driver

tim@emorningcoffee.com

Jul 15, 20233 min read

Fed pauses, ECB races ahead, BoJ stays loose; BoE poised to raise rates again this week. Dollar slumps, global equities power ahead,

tim@emorningcoffee.com

Jun 18, 20237 min read

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

It was a holiday shortened week devoid of direction, with economic data providing a mixed picture. Oil, gold higher. Equities weaker.

tim@emorningcoffee.com

Apr 8, 20234 min read

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