inflation | E-Morning Coffee 5/7

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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 15, 20234 min read

Week ended April 14, 2023

Bank earnings better-than-expected, inflation slowing Stateside. Investors mixed, with equities higher and bond prices lower. Credit stable

tim@emorningcoffee.com

Apr 1, 20235 min read

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

Feb 25, 20234 min read

Inflation data weighed on markets again this week, with the S&P 500 declining for the 3rd consecutive week and UST yields pushing higher.

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

Dec 3, 20225 min read

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....

tim@emorningcoffee.com

Nov 12, 20226 min read

FTX goes bust, US CPI suggests possible Fed pivot, and US midterms lead to the end of Dem progressive legislation. Equities & bonds rally.

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

Aug 13, 20225 min read

Disinflation at last, markets rejoice [SKIP THE COMMENTARY AND GO STRAIGHT TO THE TABLES] SUMMARY OF MARKETS All it took for US equity...

tim@emorningcoffee.com

Jul 23, 20228 min read

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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