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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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"Worst economy ever"? Not even close!
Inspired by Mr Trump's false claims that he inherited the "worst economy ever", this article looks at administrations' economic performance.
tim@emorningcoffee.com
Feb 266 min read
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Three key election issues: immigration, inflation and abortion
There are many important issues in the US Presidential election, but none more so perhaps than immigration, inflation, and abortion.
tim@emorningcoffee.com
Sep 25, 202410 min read
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Week ended July 19, 2024: stocks and bonds sell off
Markets were jittery much of the week, with the rotation out of tech continuing in the US. US Treasuries were also under pressure.
tim@emorningcoffee.com
Jul 20, 20244 min read
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Week ended July 12, 2024: stocks and bonds rip
Stocks rip and bonds rip. Small cap stocks did the best in the States while tech floundered. US CPI cooler than expected. UK growth better
tim@emorningcoffee.com
Jul 13, 20246 min read
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Week ended June 28, 2024: Geopolitics dominate, markets lacklustre
The news narrative was dominated by elections in the UK and France, and the first Biden-Trump debate. Markets were lacklustre to close 1H24
tim@emorningcoffee.com
Jun 30, 20245 min read
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Week ended April 19, 2024: not a good week!
It was another challenging week for both stocks and bonds, with the sell-off in equities gaining steam as tech stocks flounder.
tim@emorningcoffee.com
Apr 20, 20248 min read
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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 8, 20247 min read
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Week ended February 25th, 2022
Russia's invasion of Ukraine moved front & centre, but once the invasion got underway, markets had what might be termed a relief rally.
tim@emorningcoffee.com
Feb 28, 20224 min read
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The Infrastructure Investment and Jobs Act
Update of the Infrastructure Investment and Jobs Act, just passed by the House and expected to be signed in law by President Biden next week
tim@emorningcoffee.com
Nov 11, 20213 min read
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