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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
4 hours ago6 min read
Week ended Feb 28, 2025: investors are "risk off"
Market volatility is increasing due to erratic US government policies. Bonds, gold, and foreign stocks are the place to hide.
90
tim@emorningcoffee.com
Feb 216 min read
Week ended Feb 21, 2025: stocks slip and bonds improve
For investors, it is not easy staying focused these days on the substantive economic and business data that matter for your portfolio....
250
tim@emorningcoffee.com
Feb 144 min read
Week ended Feb 14, 2025: markets slightly better
Inflation continues to confound, although investors largely shook it off. Market volatility remains elevated but stocks better WoW.
180
tim@emorningcoffee.com
Feb 85 min read
Week ended Feb 7, 2025: markets react to tariff threats, earnings and jobs
Last week was the second week running that the start of the week was characterised by turmoil, this time caused by tariff threats. Mr...
170
tim@emorningcoffee.com
Feb 15 min read
Week ended Jan 31, 2025: earnings and central bank decisions dominate
The week started and ended poorly for US stocks, delivering losses for the week. European stocks have been the best performers YtD.
160
tim@emorningcoffee.com
Jan 254 min read
Week ended Jan 24, 2025: Mr Trump's first week in office
US markets responded favourably to new President Donald Trump’s first week in office, with bond yields holding steady and stock indices...
160
tim@emorningcoffee.com
Jan 182 min read
Week ended Jan 17, 2025: markets recover
Global equities staged a nice rally last week, and government bond yields fell in the US and UK. Oil, gold and Bitcoin were all higher.
210
tim@emorningcoffee.com
Jan 115 min read
Week ended Jan 10, 2025: markets under pressure
Stock and bond markets felt fragile all week. The US Dec jobs report caused investments to gap down in price to end a difficult week.
210
tim@emorningcoffee.com
Dec 31, 20223 min read
WEEKLY: Damn glad that's over!
It was a holiday shortened, rather lacklustre week in markets. Good that 2022 is over. FY returns were poor across equities and bonds.
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