tim@emorningcoffee.comApr 16, 20227 minWeek ended April 15th 2022CPI and PPI were red hot, UK CPI too. Neither the equity nor bond market much liked this one bit. Gold, oil, USD better, rest pretty poor.
tim@emorningcoffee.comMar 6, 20225 minWeek Ended March 4th 2022Ukraine-Russia conflict dominates news, although inflation data in the Eurozone and US continues to be red hot. Investors don't care!
tim@emorningcoffee.comFeb 19, 20226 minWeek ended February 18th 2022This week was dominated by geopolitical news around Ukraine and Russia. Uncertainty led to a flow out of risk assets and into safe havens.