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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

Sep 24, 20227 min read

Week ended Sept 23rd 2022

It was a horrific week brought on by central banks doing exactly what they said they were going to do. Reality is setting in and its painful

tim@emorningcoffee.com

Sep 10, 20227 min read

The Labor Day holiday in the US on Monday and the Queen's death on Thursday framed the week, with risk assets rallying strongly on Friday.

tim@emorningcoffee.com

Aug 27, 20228 min read

At the economic symposium, Fed chair Powell presented a committed focus to snuff out inflation. Global growth is slowing, inflation high.

tim@emorningcoffee.com

Jul 15, 20225 min read

Do you trust the Fed, or the Bank of England, or the Bank of Japan, or the ECB, or the Bank of China? Shades of grey for sure, read on!

tim@emorningcoffee.com

Jul 10, 20226 min read

US jobs report over-rode concerns re resignation of UK PM Johnson and assassination of former Japanese PM Abe. Bonds tank, equities rally.

tim@emorningcoffee.com

Jul 3, 20225 min read

Back to the same as equity markets tanked again this week bringing 1H22 to a close. USTs rallied though with yield plummeting.

tim@emorningcoffee.com

Jun 25, 20225 min read

Markets gained momentum as the week wore on and ended solidly in the green for the week, a break with a horrific year so far. Bonds better.

tim@emorningcoffee.com

Jun 18, 20226 min read

It was a dismal week, with cash being nearly the only long asset that was worth owning. Equities, bonds, cryptos – even oil – got hammered.

tim@emorningcoffee.com

Jun 11, 20227 min read

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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