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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

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.

tim@emorningcoffee.com

Aug 20, 20225 min read

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.

tim@emorningcoffee.com

Aug 13, 20225 min read

Disinflation at last, markets rejoice [SKIP THE COMMENTARY AND GO STRAIGHT TO THE TABLES] SUMMARY OF MARKETS All it took for US equity...

tim@emorningcoffee.com

Jul 16, 20225 min read

At least we ended on a constructive tone on Friday, even though CPI in June in the US soared to 9.1%/annum, the highest since 1981!

tim@emorningcoffee.com

Jul 15, 20225 min read

Do you trust the Fed, or the Bank of England, or the Bank of Japan, or the ECB, or the Bank of China? Shades of grey for sure, read on!

tim@emorningcoffee.com

Jul 10, 20226 min read

US jobs report over-rode concerns re resignation of UK PM Johnson and assassination of former Japanese PM Abe. Bonds tank, equities rally.

tim@emorningcoffee.com

Jul 3, 20225 min read

Back to the same as equity markets tanked again this week bringing 1H22 to a close. USTs rallied though with yield plummeting.

tim@emorningcoffee.com

Jun 25, 20225 min read

Markets gained momentum as the week wore on and ended solidly in the green for the week, a break with a horrific year so far. Bonds better.

tim@emorningcoffee.com

Jun 18, 20226 min read

It was a dismal week, with cash being nearly the only long asset that was worth owning. Equities, bonds, cryptos – even oil – got hammered.

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