tim@emorningcoffee.com
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.
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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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tim@emorningcoffee.com
- Mar 11
- 4 min
WEEKLY: Regulatory takeover of SIVB steals the show
In a week full of economic data and news, the take-over of Silicon Valley Bank by the FDIC spurred a risk-off attitude, with USTs gaining.
390
tim@emorningcoffee.com
- Jan 28
- 4 min
WEEKLY: Risk assets head to the moon!
We are going "to the moon" across risk assets of all types. Can this continue? I'm not convinced but it's been a great start to 2023!
360
tim@emorningcoffee.com
- Jan 5
- 3 min
My 2023 year-end guesses
The Street pros provide year-end 2023 projections for stocks and bonds, so why not EMC? Here are my guesstimates and rationales.
760
tim@emorningcoffee.com
- Dec 31, 2022
- 3 min
WEEKLY: Damn glad that's over!
It was a holiday shortened, rather lacklustre week in markets. Good that 2022 is over. FY returns were poor across equities and bonds.
422
tim@emorningcoffee.com
- Oct 29, 2022
- 6 min
WEEKLY: Markets improve as FAMAG companies flounder
This week was mainly about earnings, including banks, FAMAG companies and oil giants. ECB and BoJ behaved as expected. US 3Q22 GDP beats.
250
tim@emorningcoffee.com
- Oct 22, 2022
- 6 min
Week ended Oct 21, 2022
Headlines says it all. More turmoil in U.K. politics (and 10.1% CPI). Decent S&P 500 earnings, TSLA and SNAP disappoint. Yen softens.
282
tim@emorningcoffee.com
- Oct 1, 2022
- 6 min
Week Ended Sept 30th, 2022
The week, month and quarter was simply a disaster for both equity and bond investors globally, there was simply nowhere to hide except cash.
780
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