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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 Nov 8, 2024: Markets adapt to president-elect Trump
Last week was mainly about the US election, which D Trump and the Republicans won in a landslide. The "Trump trade" was full on.
tim@emorningcoffee.com
Nov 9, 20249 min read
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Week ended May 10, 2024: equities rise further
Equities better bid in a holiday-shortened week, one void of meaningful economic data and the last serious tranche of earnings.
tim@emorningcoffee.com
May 12, 20244 min read
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Week ended March 22, 2023: It's an "everything rally" (nearly)
It was an "everything rally" last week, with several equity markets touching record highs. US Treasuries also rallied. Thanks central banks
tim@emorningcoffee.com
Mar 22, 20246 min read
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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.
tim@emorningcoffee.com
Jun 24, 20235 min read
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Week ended May 12, 2023
[GO STRAIGHT TO THE TABLES] MARKETS SUMMARY Stocks didn’t do much week-over-week although the general trend was down. Japanese equities...
tim@emorningcoffee.com
May 13, 20234 min read
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Week ended Feb 3rd, 2023
Until the end of the week, the data and earnings were saying one thing and investors were hearing another. Markets decent though till Fri.
tim@emorningcoffee.com
Feb 5, 20234 min read
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WEEKLY: Actions speak louder than words
The Fed, ECB and BoE all did exactly as predicted, but comments following press releases were decidedly hawkish. Markets puked on this.
tim@emorningcoffee.com
Dec 18, 20226 min read
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WEEKLY: Fed, BoE raise rates; US equities / bonds take it on the chin
US equities and bonds get crushed, other global equity markets improve. USTs weaker, gold rallies, oil up and USD lower. Fed, BoE raise.
tim@emorningcoffee.com
Nov 5, 20227 min read
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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.
tim@emorningcoffee.com
Aug 6, 20226 min read
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