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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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Musings to start the week
As we kick off the week with what looks like will be a weak opening in US stock and bond markets following weakness in Asian and European...
tim@emorningcoffee.com
Jan 30, 20233 min read
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Week ended Oct 21, 2022
Headlines says it all. More turmoil in U.K. politics (and 10.1% CPI). Decent S&P 500 earnings, TSLA and SNAP disappoint. Yen softens.
tim@emorningcoffee.com
Oct 22, 20226 min read
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Week ended Oct 7 2022
Markets were up on bad economic news, and then faltered on good economic news. The narrative of a Fed pivot won't go away.
tim@emorningcoffee.com
Oct 8, 20227 min read
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Week Ended February 11th 2022
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 12, 20227 min read
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Week Ended January 28th 2022
What a week this was! Equities were all over the place rattled by the Fed's Q&A (post-FOMC mins), and buffeted by earnings from MSFT & AAPL
tim@emorningcoffee.com
Jan 29, 20228 min read
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Week Ended October 29th, 2021
FAMAG/other corp earnings/news, US 3Q21 GDP, UK '22 budget, ECB rate decision, Biden fiscal plan, G20 / COP26 meetings..lots to move markets
tim@emorningcoffee.com
Oct 30, 20218 min read
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Week Ended Aug 13th 2021: Inflation runs hot, markets don't care
This is the E-MorningCoffee weekly update. Equities continued their steady march up whilst the UST market shrugged off CPI and PPI data.
tim@emorningcoffee.com
Aug 14, 20215 min read
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Volatility Settles, Asset Markets Steady but Better: Week Ended May 28th
After a couple of weeks characterised by high volatility and slow starts / strong finishes, this past week was void of nearly as much drama.
tim@emorningcoffee.com
May 29, 20214 min read
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Week Ended April 30 and the Week Ahead
This week was mainly about earnings as 180 of the S&P 500 companies reported their quarterly results. In summary, earnings were solid.
tim@emorningcoffee.com
May 1, 20214 min read
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