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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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Week ended June 23, 2023: BoE jumbo rate increase
Central banks, one after another, are raising rates to try to tame persistent inflation, but it's not working fast enough. Equities tanked.
tim@emorningcoffee.com
Jun 24, 20235 min read
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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.
tim@emorningcoffee.com
Jun 10, 20235 min read
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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.
tim@emorningcoffee.com
Jun 3, 20234 min read
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Week ended May 12, 2023
[GO STRAIGHT TO THE TABLES] MARKETS SUMMARY Stocks didn’t do much week-over-week although the general trend was down. Japanese equities...
tim@emorningcoffee.com
May 13, 20234 min read
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Week ended May 5, 2023: Now what?
Mixed data week but generally suggesting resilient US jobs market. Fed and ECB hike, Apple delivers the goods. Equities slightly weaker.
tim@emorningcoffee.com
May 6, 20235 min read
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Week ended April 7, 2023
It was a holiday shortened week devoid of direction, with economic data providing a mixed picture. Oil, gold higher. Equities weaker.
tim@emorningcoffee.com
Apr 8, 20234 min read
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Week ended March 24, 2023
Concerns about banking arguably subsided as the week wore on, with Fed and BoE rate decisions taking centre stage. Risk assets better bid.
tim@emorningcoffee.com
Mar 25, 20235 min read
27
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WEEKLY: Regulatory takeover of SIVB steals the show
In a week full of economic data and news, the take-over of Silicon Valley Bank by the FDIC spurred a risk-off attitude, with USTs gaining.
tim@emorningcoffee.com
Mar 11, 20234 min read
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WEEKLY: Inflation, inflation, inflation!
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 25, 20234 min read
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