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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

Apr 1, 20235 min read

Week ended March 31, 2023

Risk markets ended a solid first quarter, as stocks and bonds rallied. The wind feels as if it is at our back as risk assets power forward.

tim@emorningcoffee.com

Mar 18, 20235 min read

Bank concerns continue even as solutions were put forth for First Republic and CS. NASDAQ and Bitcoin rally, other markets signal risk off

tim@emorningcoffee.com

Feb 5, 20234 min read

Until the end of the week, the data and earnings were saying one thing and investors were hearing another. Markets decent though till Fri.

tim@emorningcoffee.com

Jan 30, 20233 min read

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 28, 20234 min read

We are going "to the moon" across risk assets of all types. Can this continue? I'm not convinced but it's been a great start to 2023!

tim@emorningcoffee.com

Jan 21, 20235 min read

Markets largely slid sideways this week. Large tech companies continue layoffs. Economic data suggests peak inflation has been reached.

tim@emorningcoffee.com

Dec 18, 20226 min read

The Fed, ECB and BoE all did exactly as predicted, but comments following press releases were decidedly hawkish. Markets puked on this.

tim@emorningcoffee.com

Dec 10, 20225 min read

Mixed week, sentiment shifters driving momentum markets. US economy continuing to show resiliency, muting the Fed's fight against inflation

tim@emorningcoffee.com

Oct 29, 20226 min read

This week was mainly about earnings, including banks, FAMAG companies and oil giants. ECB and BoJ behaved as expected. US 3Q22 GDP beats.

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