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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
Sep 10, 20234 min read
Week ended Sept 8 2023: stocks and bonds sag (again)
Stocks and bonds sagged again this week, as overall sentiment remains fragile. Apple and corporate bond supply might have been culprits too
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tim@emorningcoffee.com
Apr 22, 20234 min read
Going nowhere fast: week ended April 21, 2023
Week ended April 21, 2023 [GO STRAIGHT TO THE TABLES] THINGS THAT CAUGHT MY EYE THIS WEEK U.K. economic data and consumer confidence The...
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tim@emorningcoffee.com
Apr 8, 20234 min read
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.
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tim@emorningcoffee.com
Apr 1, 20235 min read
Week ended March 31, 2023
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.
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tim@emorningcoffee.com
Sep 17, 20226 min read
Week ended Sept 16th 2022
Not a good week at all for most asset classes, with the culprit being worst-than-expected CPI in the US. Economic data weak elsewhere too.
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tim@emorningcoffee.com
Jul 16, 20225 min read
Week ended July 15th 2022
At least we ended on a constructive tone on Friday, even though CPI in June in the US soared to 9.1%/annum, the highest since 1981!
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tim@emorningcoffee.com
Mar 5, 20225 min read
Week Ended March 4th 2022
Ukraine-Russia conflict dominates news, although inflation data in the Eurozone and US continues to be red hot. Investors don't care!
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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
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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