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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.

tim@emorningcoffee.com

Nov 12, 20226 min read

WEEKLY: US CPI and midterms push markets higher

FTX goes bust, US CPI suggests possible Fed pivot, and US midterms lead to the end of Dem progressive legislation. Equities & bonds rally.

tim@emorningcoffee.com

Nov 5, 20227 min read

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

Oct 29, 20226 min read

This week was mainly about earnings, including banks, FAMAG companies and oil giants. ECB and BoJ behaved as expected. US 3Q22 GDP beats.

tim@emorningcoffee.com

Oct 22, 20226 min read

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.

tim@emorningcoffee.com

Oct 8, 20227 min read

Markets were up on bad economic news, and then faltered on good economic news. The narrative of a Fed pivot won't go away.

tim@emorningcoffee.com

Oct 1, 20226 min read

The week, month and quarter was simply a disaster for both equity and bond investors globally, there was simply nowhere to hide except cash.

tim@emorningcoffee.com

Sep 24, 20227 min read

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

tim@emorningcoffee.com

Sep 17, 20226 min read

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.

tim@emorningcoffee.com

Sep 10, 20227 min read

The Labor Day holiday in the US on Monday and the Queen's death on Thursday framed the week, with risk assets rallying strongly on Friday.

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