tim@emorningcoffee.comApr 22, 20234 min readGoing nowhere fast: week ended April 21, 2023Week ended April 21, 2023 [GO STRAIGHT TO THE TABLES] THINGS THAT CAUGHT MY EYE THIS WEEK U.K. economic data and consumer confidence The...
tim@emorningcoffee.comJul 23, 20228 min readWeek ended July 22, 2022ECB shocks markets with a 50bps increases in rates, Italy in turmoil, PMI data weak, inflation rages, global equities and credit better WoW
tim@emorningcoffee.comMar 17, 20228 min readWill the US dollar remain the global reserve currency?It is fashionable to espouse the end of the US dollar as the leading global reserve currency, but this will not occur anytime soon.
tim@emorningcoffee.comFeb 19, 20226 min readWeek ended February 18th 2022This week was dominated by geopolitical news around Ukraine and Russia. Uncertainty led to a flow out of risk assets and into safe havens.
tim@emorningcoffee.comOct 12, 20212 min readWhere we are.....what to do?What are your assumptions about the current economic parameters affecting investors? Which investments make sense and which do not?
