tim@emorningcoffee.com
Week ended July 21, 2023: TSLA and NFLX drive sentiment
It's fair to say that disappointing results from Netflix and Tesla stopped the market in its tracks, although UK CPI was better.
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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 24, 20235 min read
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.
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tim@emorningcoffee.com
Jun 10, 20235 min read
Week ended June 9, 2023: Canadian haze
Markets were not overly inspiring this week even as volatility continued to decline. Japanese and small-cap US stocks were the big winners.
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tim@emorningcoffee.com
May 27, 20235 min read
Week ended May 26, 2023: Feeling fragile
Debt ceiling drags on, Nvidia clobbers their earnings, and UK inflation rages. Still, equities power forward led by US tech and Japan.
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tim@emorningcoffee.com
May 13, 20234 min read
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...
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tim@emorningcoffee.com
Apr 22, 20234 min read
Going nowhere fast: week ended April 21, 2023
Week ended April 21, 2023 [GO STRAIGHT TO THE TABLES] THINGS THAT CAUGHT MY EYE THIS WEEK U.K. economic data and consumer confidence The...
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tim@emorningcoffee.com
Apr 15, 20234 min read
Week ended April 14, 2023
Bank earnings better-than-expected, inflation slowing Stateside. Investors mixed, with equities higher and bond prices lower. Credit stable
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tim@emorningcoffee.com
Mar 18, 20235 min read
Week ended March 17, 2023
Bank concerns continue even as solutions were put forth for First Republic and CS. NASDAQ and Bitcoin rally, other markets signal risk off
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tim@emorningcoffee.com
Feb 18, 20234 min read
WEEKLY: US economy running hot
The combination of the Fed's ongoing rhetoric and strong economic data finally hits home, as US stocks falter, following the UST market.
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