tim@emorningcoffee.com
Week ended July 28, 2023: Looking good!
Bonds were battered again, but not global equities which took off like rockets. Earnings good, economic data good, etc – what's not to like
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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
- Jul 22, 2023
- 4 min
Week ended July 21, 2023: TSLA and NFLX drive sentiment
It's fair to say that disappointing results from Netflix and Tesla stopped the market in its tracks, although UK CPI was better.
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tim@emorningcoffee.com
- Jul 8, 2023
- 5 min
Week ended July 7, 2022: US jobs solid, equities and bonds drift lower
US jobs data was sufficiently solid, largely as expected, that it wrecked the recent rally in stocks. UST yields were sent higher, too.
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tim@emorningcoffee.com
- Jun 24, 2023
- 5 min
Week ended June 23, 2023: BoE jumbo rate increase
Central banks, one after another, are raising rates to try to tame persistent inflation, but it's not working fast enough. Equities tanked.
370
tim@emorningcoffee.com
- Jun 18, 2023
- 7 min
Week ended June 16, 2023: Risk-rally broadening
Fed pauses, ECB races ahead, BoJ stays loose; BoE poised to raise rates again this week. Dollar slumps, global equities power ahead,
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tim@emorningcoffee.com
- Jun 3, 2023
- 4 min
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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tim@emorningcoffee.com
- May 27, 2023
- 5 min
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.
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tim@emorningcoffee.com
- May 21, 2023
- 3 min
Week ended May 19, 2023
Not a lot of news this week aside from the debt ceiling discussions and earnings from US retailers Walmart, Home Depot and Target.
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tim@emorningcoffee.com
- Apr 22, 2023
- 4 min
Going nowhere fast: week ended April 21, 2023
Week ended April 21, 2023 [GO STRAIGHT TO THE TABLES] THINGS THAT CAUGHT MY EYE THIS WEEK U.K. economic data and consumer confidence The...
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