tim@emorningcoffee.comSep 16 min readWeek ended August 30, 2024Earnings and economic data (especially inflation data) continued to improve risk sentiment. The yield curve inversion ended. Dollar better
tim@emorningcoffee.comSep 2, 20234 min readWeek ended Sept 1, 2023: Good enoughThe perfect storm of economic news cheered bond and stock investors, with asset prices rising across the board in the US. RoW less clear.
tim@emorningcoffee.comJul 1, 20236 min readWeek ended June 30, 2023: Equity markets on fire!It was a scorching end to a fantastic first half of 2023, if you are long equities. Less so perhaps if you are long bonds. And Apple!!
tim@emorningcoffee.comJun 10, 20235 min readWeek ended June 9, 2023: Canadian hazeMarkets were not overly inspiring this week even as volatility continued to decline. Japanese and small-cap US stocks were the big winners.
tim@emorningcoffee.comApr 22, 20234 min readGoing nowhere fast: week ended April 21, 2023Week ended April 21, 2023 [GO STRAIGHT TO THE TABLES] THINGS THAT CAUGHT MY EYE THIS WEEK U.K. economic data and consumer confidence The...
