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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.

tim@emorningcoffee.com

Oct 29, 20226 min read

WEEKLY: Markets improve as FAMAG companies flounder

This week was mainly about earnings, including banks, FAMAG companies and oil giants. ECB and BoJ behaved as expected. US 3Q22 GDP beats.

tim@emorningcoffee.com

Oct 22, 20226 min read

Headlines says it all. More turmoil in U.K. politics (and 10.1% CPI). Decent S&P 500 earnings, TSLA and SNAP disappoint. Yen softens.

tim@emorningcoffee.com

Oct 1, 20226 min read

The week, month and quarter was simply a disaster for both equity and bond investors globally, there was simply nowhere to hide except cash.

tim@emorningcoffee.com

Sep 24, 20227 min read

It was a horrific week brought on by central banks doing exactly what they said they were going to do. Reality is setting in and its painful

tim@emorningcoffee.com

Aug 13, 20225 min read

Disinflation at last, markets rejoice [SKIP THE COMMENTARY AND GO STRAIGHT TO THE TABLES] SUMMARY OF MARKETS All it took for US equity...

tim@emorningcoffee.com

Jun 11, 20227 min read

Nothing was pretty about this week, as the ECB being slightly more hawkish than expected and red-hot US inflation clobbered markets.

tim@emorningcoffee.com

May 28, 20226 min read

US equities rally strongly into the close on Friday, bringing MtD returns for May into the green. Corp credit rallies too, the USD weakens.

tim@emorningcoffee.com

May 8, 20226 min read

Although 160 S&P 500 companies reported earnings this week, all eyes were on the Fed's and BoE's rate decisions, and on the US jobs report.

tim@emorningcoffee.com

Apr 30, 20228 min read

Sentiment started poorly, stabilised and then tanked, driven generally by earnings with Amazon being a key (negative) driver.

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