tim@emorningcoffee.comJun 3, 20234 minWeek ended June 2, 2023Debt 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.comMay 27, 20235 minWeek ended May 26, 2023: Feeling fragileDebt ceiling drags on, Nvidia clobbers their earnings, and UK inflation rages. Still, equities power forward led by US tech and Japan.
tim@emorningcoffee.comApr 8, 20234 minWeek ended April 7, 2023It was a holiday shortened week devoid of direction, with economic data providing a mixed picture. Oil, gold higher. Equities weaker.
tim@emorningcoffee.comDec 3, 20225 minWEEKLY: 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.comJul 23, 20228 minWeek ended July 22, 2022ECB shocks markets with a 50bps increases in rates, Italy in turmoil, PMI data weak, inflation rages, global equities and credit better WoW
tim@emorningcoffee.comJan 9, 20225 minWeek Ended January 7th 2022It 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.comApr 17, 20214 minWeek ended April 16th: Banks & CoinbaseUS equity markets hit new records and the UST market stabilised. Economics news was robust. Banks released earnings, Coinbase listed.