#CNBC

Home: Welcome

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

Sep 285 min read

Week ended Sept 27, 2024: China delivers stimulus, PCE data in line

Chinese stimulus measures buoyed stocks globally, and US Treasuries were stable. Gold paused and oil fell. The Dollar was weaker.

tim@emorningcoffee.com

Nov 12, 20236 min read

Week ended Nov 10, 2023

US stocks were stopped in their tracks by higher yields on Thurs (poor 30y UST auction), but resumed their upward trajectory the next day.

tim@emorningcoffee.com

Aug 6, 20234 min read

Week ended Aug 4, 2023: It's August!

[GO STRAIGHT TO THE TABLES] We’re now into August, a normally lower-volume month, and often not the best month for equities. The table...

tim@emorningcoffee.com

Mar 13, 202312 min read

The end of Silicon Valley Bank

Silicon Valley Bank went from fine to dead in less than 48 hours. Why and how? Could it have been prevented? What now?

tim@emorningcoffee.com

Aug 27, 20228 min read

Week ended August 26th 2022

At the economic symposium, Fed chair Powell presented a committed focus to snuff out inflation. Global growth is slowing, inflation high.

Home: Blog2