tim@emorningcoffee.com
Week ended June 10, 2022
Nothing was pretty about this week, as the ECB being slightly more hawkish than expected and red-hot US inflation clobbered markets.
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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
Jun 4, 20226 min read
Week ended June 3rd, 2022
Remember that 6%+ increase in US stocks just one week ago? Forget it – we are back to normal as both equities and bond prices move lower.
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tim@emorningcoffee.com
May 28, 20226 min read
Week ended May 27th 2022
US equities rally strongly into the close on Friday, bringing MtD returns for May into the green. Corp credit rallies too, the USD weakens.
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tim@emorningcoffee.com
May 21, 20226 min read
Week ended May 20th 2022
Poor US retail earnings and a more pessimistic outlook for FY were the catalysts driving US equities this week. EM was the best performer.
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tim@emorningcoffee.com
May 14, 20227 min read
Week ended May 13th 2022
This past week was a downer for equities, saved only by a late-session recovery on Thursday with the rally extending into Friday.
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tim@emorningcoffee.com
May 8, 20226 min read
Week ended May 6th, 2022
Although 160 S&P 500 companies reported earnings this week, all eyes were on the Fed's and BoE's rate decisions, and on the US jobs report.
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tim@emorningcoffee.com
Apr 30, 20228 min read
Week ended April 29th, 2022
Sentiment started poorly, stabilised and then tanked, driven generally by earnings with Amazon being a key (negative) driver.
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tim@emorningcoffee.com
Apr 22, 20227 min read
Week ended April 22, 2022
Earnings dominated the news flow, mostly goods(but not all). Still, USTs and equities continues their sell-off, down sharply on the week.
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tim@emorningcoffee.com
Apr 16, 20227 min read
Week ended April 15th 2022
CPI and PPI were red hot, UK CPI too. Neither the equity nor bond market much liked this one bit. Gold, oil, USD better, rest pretty poor.
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