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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

Feb 19, 20226 min read

Week ended February 18th 2022

This week was dominated by geopolitical news around Ukraine and Russia. Uncertainty led to a flow out of risk assets and into safe havens.

tim@emorningcoffee.com

Feb 12, 20227 min read

A week of two halves. Equities performed well for 3 days and then high CPI and hawkish Fed comments clobbered stocks & bonds.

tim@emorningcoffee.com

Feb 5, 20228 min read

Equities ended up thanks to GOOG and AMZN, and to a strong jobs report on Friday. The BoE raised its Bank Rate, and the ECB stood still.

tim@emorningcoffee.com

Jan 22, 20227 min read

This is a update of the 3rd week of 2022, another highly volatile and unsettling week covering global equities, govt bonds and other assets.

tim@emorningcoffee.com

Jan 9, 20225 min read

It was a shaky start to 2022, with both equities and bonds getting hammered as sentiment soured and the Fed's hawkish tilt gained momentum.

tim@emorningcoffee.com

Jan 1, 20225 min read

This is the year-end weekly update, and what a year it was! Nearly everything worked as far as risk assets. But what does 2022 bestow?

tim@emorningcoffee.com

Dec 11, 20217 min read

What a difference a few days make! We are solidly risk-on now, as conviction increased throughout the week. Equities had strong returns.

tim@emorningcoffee.com

Nov 27, 20217 min read

This week was all about Friday, as global equities were hammered after news of the new COVID variant. It was squarely risk-off in markets.

tim@emorningcoffee.com

Nov 19, 20216 min read

Weekly update for the past week, ended Nov 19th 2021. Bitcoin and oil were the big losers, with stocks mixed but showed modest gains.

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