tim@emorningcoffee.com
Week ended Feb 16th, 2024: economic data drives markets
US inflation for January was hot, pushing equities bond bonds lower. International equities performed better. UK and Japan in recession.
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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
Aug 12, 20235 min read
Week ended August 11, 2023: rather boring
Dullsville although markets did gyrate a bit, with equities and bonds lower, the USD, credit and oil better. US inflation bang on.
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tim@emorningcoffee.com
Aug 6, 20234 min read
Week ended Aug 4, 2023: It's August!
[GO STRAIGHT TO THE TABLES] We’re now into August, a normally lower-volume month, and often not the best month for equities. The table...
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tim@emorningcoffee.com
Jun 18, 20237 min read
Week ended June 16, 2023: Risk-rally broadening
Fed pauses, ECB races ahead, BoJ stays loose; BoE poised to raise rates again this week. Dollar slumps, global equities power ahead,
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tim@emorningcoffee.com
Jun 3, 20234 min read
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.
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tim@emorningcoffee.com
Dec 3, 20225 min read
WEEKLY: Didn't see that coming!
The good news is that Nov was a terrific and positive month for stocks and bonds. The bad news is inflation won't go away. Read on....
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tim@emorningcoffee.com
Sep 3, 20226 min read
Week ended Sept 2nd 2022
August was a month of two halves, with unfortunately the second half being a reversal of fortune and a massive fade heading into Sept. Ugh!
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tim@emorningcoffee.com
Mar 17, 20228 min read
Will 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.
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