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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
Dec 3, 20225 min read
WEEKLY: Didn't see that coming!
The good news is that Nov was a terrific and positive month for stocks and bonds. The bad news is inflation won't go away. Read on....
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tim@emorningcoffee.com
Nov 12, 20226 min read
WEEKLY: US CPI and midterms push markets higher
FTX goes bust, US CPI suggests possible Fed pivot, and US midterms lead to the end of Dem progressive legislation. Equities & bonds rally.
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tim@emorningcoffee.com
Aug 27, 20228 min read
Week ended August 26th 2022
At the economic symposium, Fed chair Powell presented a committed focus to snuff out inflation. Global growth is slowing, inflation high.
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tim@emorningcoffee.com
Aug 13, 20225 min read
Week ended August 12, 2022
Disinflation at last, markets rejoice [SKIP THE COMMENTARY AND GO STRAIGHT TO THE TABLES] SUMMARY OF MARKETS All it took for US equity...
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tim@emorningcoffee.com
Jul 23, 20228 min read
Week ended July 22, 2022
ECB shocks markets with a 50bps increases in rates, Italy in turmoil, PMI data weak, inflation rages, global equities and credit better WoW
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tim@emorningcoffee.com
Jul 15, 20225 min read
Who do you trust?
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!
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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.
500
tim@emorningcoffee.com
Jun 4, 20226 min read
Week ended June 3rd, 2022
Remember that 6%+ increase in US stocks just one week ago? Forget it – we are back to normal as both equities and bond prices move lower.
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tim@emorningcoffee.com
May 14, 20227 min read
Week ended May 13th 2022
This past week was a downer for equities, saved only by a late-session recovery on Thursday with the rally extending into Friday.
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