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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 20, 20225 min read
Week ended August 19th 2022
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.
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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 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
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 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 9, 20227 min read
Week ended April 8th 2022
This past week was all about the Fed and its increasingly hawkish approach, which seemed to catch investors off-guard.
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tim@emorningcoffee.com
Apr 3, 20228 min read
Week ended April 1st 2022
Oil settles, inflation rages, Ukraine-Russia war drags on. The result? Equities rally, Treasuries get hammered. The yield curve inverts.
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tim@emorningcoffee.com
Mar 20, 20227 min read
Week ended March 18th 2022
There were no massive surprises this past week as the Fed and BoE did just as expected, and the war in Ukraine unfortunately ground on.
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tim@emorningcoffee.com
Mar 12, 20226 min read
Week ended March 11, 2022
It was another volatile week although the direction was fairly clear as investors continued to exit equities and bonds. Inflation is back!
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