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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
Apr 9, 20227 min read
Week ended April 8th 2022
This past week was all about the Fed and its increasingly hawkish approach, which seemed to catch investors off-guard.
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tim@emorningcoffee.com
Mar 20, 20227 min read
Week ended March 18th 2022
There were no massive surprises this past week as the Fed and BoE did just as expected, and the war in Ukraine unfortunately ground on.
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tim@emorningcoffee.com
Mar 12, 20226 min read
Week ended March 11, 2022
It was another volatile week although the direction was fairly clear as investors continued to exit equities and bonds. Inflation is back!
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tim@emorningcoffee.com
Feb 12, 20227 min read
Week Ended February 11th 2022
A week of two halves. Equities performed well for 3 days and then high CPI and hawkish Fed comments clobbered stocks & bonds.
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tim@emorningcoffee.com
Feb 5, 20228 min read
Week ended February 4th 2022
Equities ended up thanks to GOOG and AMZN, and to a strong jobs report on Friday. The BoE raised its Bank Rate, and the ECB stood still.
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tim@emorningcoffee.com
Jan 22, 20227 min read
Week ended January 21st, 2022
This is a update of the 3rd week of 2022, another highly volatile and unsettling week covering global equities, govt bonds and other assets.
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tim@emorningcoffee.com
Jan 9, 20225 min read
Week Ended January 7th 2022
It was a shaky start to 2022, with both equities and bonds getting hammered as sentiment soured and the Fed's hawkish tilt gained momentum.
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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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