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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 March 11, 2022
It was another volatile week although the direction was fairly clear as investors continued to exit equities and bonds. Inflation is back!
tim@emorningcoffee.com
Mar 12, 20226 min read
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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!
tim@emorningcoffee.com
Mar 6, 20225 min read
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Week ended February 18th 2022
This week was dominated by geopolitical news around Ukraine and Russia. Uncertainty led to a flow out of risk assets and into safe havens.
tim@emorningcoffee.com
Feb 19, 20226 min read
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Week Ended February 11th 2022
A week of two halves. Equities performed well for 3 days and then high CPI and hawkish Fed comments clobbered stocks & bonds.
tim@emorningcoffee.com
Feb 12, 20227 min read
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Week ended February 4th 2022
Equities ended up thanks to GOOG and AMZN, and to a strong jobs report on Friday. The BoE raised its Bank Rate, and the ECB stood still.
tim@emorningcoffee.com
Feb 5, 20228 min read
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Week ended January 21st, 2022
This is a update of the 3rd week of 2022, another highly volatile and unsettling week covering global equities, govt bonds and other assets.
tim@emorningcoffee.com
Jan 22, 20227 min read
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Week ended December 31, 2021
This is the year-end weekly update, and what a year it was! Nearly everything worked as far as risk assets. But what does 2022 bestow?
tim@emorningcoffee.com
Jan 1, 20225 min read
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Week ended December 10th 2021
What a difference a few days make! We are solidly risk-on now, as conviction increased throughout the week. Equities had strong returns.
tim@emorningcoffee.com
Dec 11, 20217 min read
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Week Ended November 26th, 2021
This week was all about Friday, as global equities were hammered after news of the new COVID variant. It was squarely risk-off in markets.
tim@emorningcoffee.com
Nov 27, 20217 min read
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