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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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Week ended March 15, 2024: most assets falter
Hotter-than-expected US inflation data clobbered the bond market, and after digestion, also rattled US equities. Credit was better (again).
tim@emorningcoffee.com
Mar 15, 20245 min read
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Week ended Nov 3, 2023: stocks and bonds rally hard
Stocks and bonds were on fire this week, a rare occurrence recently. "Bad news is good news" resonated as data showed a slowing US economy
tim@emorningcoffee.com
Nov 4, 20236 min read
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Week ended July 28, 2023: Looking good!
Bonds were battered again, but not global equities which took off like rockets. Earnings good, economic data good, etc – what's not to like
tim@emorningcoffee.com
Jul 29, 20234 min read
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WEEKLY: Regulatory takeover of SIVB steals the show
In a week full of economic data and news, the take-over of Silicon Valley Bank by the FDIC spurred a risk-off attitude, with USTs gaining.
tim@emorningcoffee.com
Mar 11, 20234 min read
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WEEKLY: Worse than expected on declining volumes
Markets generally worse than expected on declining volumes, as we head to the holiday break. BoJ shocked markets, US PCE in-line.
tim@emorningcoffee.com
Dec 24, 20222 min read
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Week Ended February 11th 2022
A week of two halves. Equities performed well for 3 days and then high CPI and hawkish Fed comments clobbered stocks & bonds.
tim@emorningcoffee.com
Feb 12, 20227 min read
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