Weekly Updates 2/30

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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

Jan 52 min read

Week ended Jan 3, 2025

We start 2025 with a mixed picture, not surprising in that the new year consisted of a holiday week. Friday was better in US stocks.

tim@emorningcoffee.com

Dec 28, 20242 min read

It was a relatively quiet week with holidays right in the middle of the week for many countries. Equities were better, yields were higher.

tim@emorningcoffee.com

Dec 21, 20245 min read

Confident that another stellar year for U.S. stocks was coming to a close, investors were jolted from their complacency when the Federal...

tim@emorningcoffee.com

Dec 14, 20246 min read

Bond yields ticked up after an in-line Nov CPI report, reminding investors the inflation battle is not over. Stocks were weaker.,

tim@emorningcoffee.com

Dec 7, 20247 min read

Stocks reached more record highs in the US, but Asian and European stocks outperformed. UST yields slightly lower. Bitcoin soars to record

tim@emorningcoffee.com

Nov 30, 20243 min read

US stocks and bonds soar. Yields were lower across the maturity curve. Gold, the US Dollar and oil fell, and the Yen strengthened.

tim@emorningcoffee.com

Nov 23, 20246 min read

Equities were better in the US and Europe. UST yields were marginally changed. Gold and Bitcoin soared to record highs. The Dollar was up

tim@emorningcoffee.com

Nov 16, 20246 min read

But Trump is “not against trade — he thinks a lot of these things have been unfair against America, and there are examples where that’s...

tim@emorningcoffee.com

Nov 9, 20249 min read

Last week was mainly about the US election, which D Trump and the Republicans won in a landslide. The "Trump trade" was full on.

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