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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
Aug 13, 20225 min read
Week ended August 12, 2022
Disinflation at last, markets rejoice [SKIP THE COMMENTARY AND GO STRAIGHT TO THE TABLES] SUMMARY OF MARKETS All it took for US equity...
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tim@emorningcoffee.com
Jul 16, 20225 min read
Week ended July 15th 2022
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!
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tim@emorningcoffee.com
Jul 15, 20225 min read
Who do you trust?
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!
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tim@emorningcoffee.com
Jul 10, 20226 min read
Week ended July 8th, 2022
US jobs report over-rode concerns re resignation of UK PM Johnson and assassination of former Japanese PM Abe. Bonds tank, equities rally.
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tim@emorningcoffee.com
Jul 3, 20225 min read
Week ended July 1, 2022
Back to the same as equity markets tanked again this week bringing 1H22 to a close. USTs rallied though with yield plummeting.
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tim@emorningcoffee.com
Jun 25, 20225 min read
Week ended June 24, 2022
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.
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tim@emorningcoffee.com
Jun 18, 20226 min read
Week ended June 17, 2022
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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tim@emorningcoffee.com
Jun 11, 20227 min read
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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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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