tim@emorningcoffee.com
Week ended Oct 7 2022
Markets were up on bad economic news, and then faltered on good economic news. The narrative of a Fed pivot won't go away.
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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
Sep 24, 20227 min read
Week ended Sept 23rd 2022
It was a horrific week brought on by central banks doing exactly what they said they were going to do. Reality is setting in and its painful
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tim@emorningcoffee.com
Sep 17, 20226 min read
Week ended Sept 16th 2022
Not a good week at all for most asset classes, with the culprit being worst-than-expected CPI in the US. Economic data weak elsewhere too.
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tim@emorningcoffee.com
Sep 3, 20226 min read
Week ended Sept 2nd 2022
August was a month of two halves, with unfortunately the second half being a reversal of fortune and a massive fade heading into Sept. Ugh!
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tim@emorningcoffee.com
Aug 27, 20228 min read
Week ended August 26th 2022
At the economic symposium, Fed chair Powell presented a committed focus to snuff out inflation. Global growth is slowing, inflation high.
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tim@emorningcoffee.com
Aug 20, 20225 min read
Week ended August 19th 2022
Friday was a down day in US equities and bonds. Was it an anomaly or is reality setting back in? 2y Gilt yields also were sharply higher.
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tim@emorningcoffee.com
Aug 6, 20226 min read
Week ended August 5, 2022
The BoE bumped the rates 50bps, its largest increase since 1995. The US jobs report served as a reminder that inflation is not going away.
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tim@emorningcoffee.com
Jul 30, 20226 min read
Week ended July 29, 2022
July ends a winning month for US and European equities and bonds, following a dismal 1H2022. Earnings supportive, economic data in line.
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tim@emorningcoffee.com
Jul 23, 20228 min read
Week ended July 22, 2022
ECB shocks markets with a 50bps increases in rates, Italy in turmoil, PMI data weak, inflation rages, global equities and credit better WoW
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