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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

Mar 87 min read

Week ended March 8, 2024: politics dominate landscape

Equities were mixed, UST yields were tighter across the curve. Politics garnered most attention this week, plus an ECB decision.

tim@emorningcoffee.com

Mar 25, 20235 min read

Week ended March 24, 2023

Concerns about banking arguably subsided as the week wore on, with Fed and BoE rate decisions taking centre stage. Risk assets better bid.

tim@emorningcoffee.com

May 10, 202214 min read

The Federal Reserve and the Decade of 2010-2020

The decade 2010-20 involved a very hands-on approach by the Fed to steer the US economy out of a deep recession. What lessons can be learnt

tim@emorningcoffee.com

Apr 20, 202111 min read

Banks - Now What?

Banks stocks have slid sideways even after spectacular 1Q2021 earnings. Why and what comes next?

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