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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 August 11, 2023: rather boring
Dullsville although markets did gyrate a bit, with equities and bonds lower, the USD, credit and oil better. US inflation bang on.
tim@emorningcoffee.com
Aug 12, 20235 min read
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Week ended June 2, 2023
Debt ceiling done as attention turns to the Fed's next move. US jobs data continues to suggest resiliency, and equities are liking it.
tim@emorningcoffee.com
Jun 3, 20234 min read
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Week ended May 26, 2023: Feeling fragile
Debt ceiling drags on, Nvidia clobbers their earnings, and UK inflation rages. Still, equities power forward led by US tech and Japan.
tim@emorningcoffee.com
May 27, 20235 min read
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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.
tim@emorningcoffee.com
Apr 8, 20234 min read
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WEEKLY: Didn't see that coming!
The good news is that Nov was a terrific and positive month for stocks and bonds. The bad news is inflation won't go away. Read on....
tim@emorningcoffee.com
Dec 3, 20225 min read
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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
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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.
tim@emorningcoffee.com
Jan 9, 20225 min read
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Week ended April 16th: Banks & Coinbase
US equity markets hit new records and the UST market stabilised. Economics news was robust. Banks released earnings, Coinbase listed.
tim@emorningcoffee.com
Apr 17, 20214 min read
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