tim@emorningcoffee.com
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.
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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
Oct 22, 20226 min read
Week ended Oct 21, 2022
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.
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tim@emorningcoffee.com
Oct 1, 20226 min read
Week Ended Sept 30th, 2022
The week, month and quarter was simply a disaster for both equity and bond investors globally, there was simply nowhere to hide except cash.
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tim@emorningcoffee.com
Sep 24, 20227 min read
Week ended Sept 23rd 2022
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
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tim@emorningcoffee.com
Aug 13, 20225 min read
Week ended August 12, 2022
Disinflation at last, markets rejoice [SKIP THE COMMENTARY AND GO STRAIGHT TO THE TABLES] SUMMARY OF MARKETS All it took for US equity...
512
tim@emorningcoffee.com
Jun 11, 20227 min read
Week ended June 10, 2022
Nothing was pretty about this week, as the ECB being slightly more hawkish than expected and red-hot US inflation clobbered markets.
450
tim@emorningcoffee.com
May 28, 20226 min read
Week ended May 27th 2022
US equities rally strongly into the close on Friday, bringing MtD returns for May into the green. Corp credit rallies too, the USD weakens.
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tim@emorningcoffee.com
May 8, 20226 min read
Week ended May 6th, 2022
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.
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tim@emorningcoffee.com
Apr 30, 20228 min read
Week ended April 29th, 2022
Sentiment started poorly, stabilised and then tanked, driven generally by earnings with Amazon being a key (negative) driver.
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