Archive - Coffee & Capital Markets

Weekly Briefing: 6/19/22

All good things must come to an end...

Jun 19, 2022 •

Weekly Briefing: 6/12/22

CPI inflecting higher could lead to inflation fatigue...

Jun 12, 2022 •

Weekly Briefing: 6/5/22

Macro factors — inflation, the Fed, and economic indicators — will dominate markets through mid-July...

Jun 5, 2022 •

Update: May '22 Observations

Weakness in housing and employment could help alleviate inflation, bringing us closer to an eventual Fed policy pivot...

Jun 1, 2022 •

May 2022

Weekly Briefing: 5/22/22

Emerging weakness might nudge the Fed towards a less aggressive approach...

May 23, 2022 •

Weekly Briefing: 5/15/22

A furious Friday rally, but equities lower for the week and still down-trending...

May 15, 2022 •

Weekly Briefing: 5/8/22

More of the same until inflation peaks and the Fed pivots...

May 8, 2022 •

Weekly Briefing: 5/1/22

Strange and surprising adventures in the global capital markets...

May 1, 2022 •

April 2022

Update: Apr '22 Observations

Tossing aside seasonal patterns, equity markets deteriorated in April...

Apr 30, 2022 •

Weekly Briefing: 4/24/22

It was a macro (Powell) and micro (NFLX) kind of week...

Apr 24, 2022 •

Weekly Briefing: 4/17/22

Like a broken record...

Apr 17, 2022 •

Weekly Briefing: 4/10/22

FOMC Minutes: Ironically, no major surprises...

Apr 10, 2022 •

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