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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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tim@emorningcoffee.com
Jun 18, 20237 min read
Week ended June 16, 2023: Risk-rally broadening
Fed pauses, ECB races ahead, BoJ stays loose; BoE poised to raise rates again this week. Dollar slumps, global equities power ahead,
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tim@emorningcoffee.com
Jun 10, 20235 min read
Week ended June 9, 2023: Canadian haze
Markets were not overly inspiring this week even as volatility continued to decline. Japanese and small-cap US stocks were the big winners.
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tim@emorningcoffee.com
Jun 3, 20234 min read
Week ended June 2, 2023
Debt ceiling done as attention turns to the Fed's next move. US jobs data continues to suggest resiliency, and equities are liking it.
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tim@emorningcoffee.com
Feb 5, 20234 min read
Week ended Feb 3rd, 2023
Until the end of the week, the data and earnings were saying one thing and investors were hearing another. Markets decent though till Fri.
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tim@emorningcoffee.com
Jan 28, 20234 min read
WEEKLY: Risk assets head to the moon!
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!
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tim@emorningcoffee.com
Nov 26, 20224 min read
WEEKLY: Risk markets grind higher
Stocks and bonds are much better on the week, continuing a nice run in the 4Q22. The rally is broadening and orderly. Too much, too fast?
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tim@emorningcoffee.com
Nov 5, 20227 min read
WEEKLY: Fed, BoE raise rates; US equities / bonds take it on the chin
US equities and bonds get crushed, other global equity markets improve. USTs weaker, gold rallies, oil up and USD lower. Fed, BoE raise.
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tim@emorningcoffee.com
Jul 10, 20226 min read
Week ended July 8th, 2022
US jobs report over-rode concerns re resignation of UK PM Johnson and assassination of former Japanese PM Abe. Bonds tank, equities rally.
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tim@emorningcoffee.com
Sep 25, 20214 min read
Week Ended Sept 24th, 2021: Equities claw back Monday's sharp losses
The week started poorly but by the end of the week, the Fed had provided just enough fuel to stoke on buy-the-dip investors.
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