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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

Nov 27 min read

Week ended Nov 1, 2024: UK autumn budget, earnings, economic data

UK autumn budget, earnings galore (including five "Mag 7" companies), and gobs of economic data...just as we lead into the US election!!

tim@emorningcoffee.com

Oct 265 min read

Week ended Oct 25, 2024: yields push higher

Both equity and bond markets lost ground last week, although Chinese stocks were positive as well the NASDAQ following TSLA earnings.

tim@emorningcoffee.com

Aug 105 min read

Week ended August 9, 2024: back where we started

It was a highly volatile week in bond and risk markets, which makes it hard to believe that we ended the week about where we started.

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