Weekly Updates 2/31

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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.

Week ended March 14, 2025: markets volatile (again)

The sell-off in global equities is getting more painful, as investors continue to shun risk and pile into safe haven assets. What makes...

tim@emorningcoffee.com

Mar 155 min read

Tariffs followed by partial capitulation, a strategic crypto reserve, and further erosion in markets summed up another tumultuous week.

tim@emorningcoffee.com

Mar 75 min read

Market volatility is increasing due to erratic US government policies. Bonds, gold, and foreign stocks are the place to hide.

tim@emorningcoffee.com

Mar 16 min read

For investors, it is not easy staying focused these days on the substantive economic and business data that matter for your portfolio....

tim@emorningcoffee.com

Feb 216 min read

Inflation continues to confound, although investors largely shook it off. Market volatility remains elevated but stocks better WoW.

tim@emorningcoffee.com

Feb 154 min read

Last week was the second week running that the start of the week was characterised by turmoil, this time caused by tariff threats. Mr...

tim@emorningcoffee.com

Feb 85 min read

US markets responded favourably to new President Donald Trump’s first week in office, with bond yields holding steady and stock indices...

tim@emorningcoffee.com

Jan 254 min read

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.

tim@emorningcoffee.com

Jan 182 min read

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.

tim@emorningcoffee.com

Jan 115 min read

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