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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
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.
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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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tim@emorningcoffee.com
Apr 16, 20227 min read
Week ended April 15th 2022
CPI and PPI were red hot, UK CPI too. Neither the equity nor bond market much liked this one bit. Gold, oil, USD better, rest pretty poor.
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tim@emorningcoffee.com
Feb 28, 20224 min read
Week ended February 25th, 2022
Russia's invasion of Ukraine moved front & centre, but once the invasion got underway, markets had what might be termed a relief rally.
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tim@emorningcoffee.com
Feb 19, 20226 min read
Week ended February 18th 2022
This week was dominated by geopolitical news around Ukraine and Russia. Uncertainty led to a flow out of risk assets and into safe havens.
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tim@emorningcoffee.com
Jan 1, 20225 min read
Week ended December 31, 2021
This is the year-end weekly update, and what a year it was! Nearly everything worked as far as risk assets. But what does 2022 bestow?
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tim@emorningcoffee.com
Dec 18, 20217 min read
Week ended December 17th, 2021
Focus this past week was on four of the world's major central banks, which provided the latest glimpse into the path of monetary policy.
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