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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
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...
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tim@emorningcoffee.com
Jun 22, 20246 min read
Week ended June 21, 2024
European and most US equity indices better, with UST yields widening across the curve. Focus in on elections in the UK and Europe.
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tim@emorningcoffee.com
Jun 24, 20235 min read
Week ended June 23, 2023: BoE jumbo rate increase
Central banks, one after another, are raising rates to try to tame persistent inflation, but it's not working fast enough. Equities tanked.
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tim@emorningcoffee.com
May 13, 20234 min read
Week ended May 12, 2023
[GO STRAIGHT TO THE TABLES] MARKETS SUMMARY Stocks didn’t do much week-over-week although the general trend was down. Japanese equities...
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tim@emorningcoffee.com
Aug 6, 20226 min read
Week ended August 5, 2022
The BoE bumped the rates 50bps, its largest increase since 1995. The US jobs report served as a reminder that inflation is not going away.
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tim@emorningcoffee.com
Oct 20, 20215 min read
Is the bond market doing the Fed's dirty work?
The bond market looks to be doing the Fed's dirty work, sending short term yields to post-pandemic highs. Is the Fed being too methodical?
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