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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.

Summary of 2024 in tables

This article contains a summary of full-year 2024 performance of the indices and assets tracked by EMC, plus historical data, too.

tim@emorningcoffee.com

Jan 31 min read

Yields spiked this week, one of several factors leading to a decisive risk-off feeling as equities tanked and gold roared forward.

tim@emorningcoffee.com

Oct 21, 20235 min read

Bank earnings better-than-expected, inflation slowing Stateside. Investors mixed, with equities higher and bond prices lower. Credit stable

tim@emorningcoffee.com

Apr 15, 20234 min read

It was a holiday shortened week devoid of direction, with economic data providing a mixed picture. Oil, gold higher. Equities weaker.

tim@emorningcoffee.com

Apr 8, 20234 min read

Bank concerns continue even as solutions were put forth for First Republic and CS. NASDAQ and Bitcoin rally, other markets signal risk off

tim@emorningcoffee.com

Mar 18, 20235 min read

The good news is that Nov was a terrific and positive month for stocks and bonds. The bad news is inflation won't go away. Read on....

tim@emorningcoffee.com

Dec 3, 20225 min read

Ukraine-Russia conflict dominates news, although inflation data in the Eurozone and US continues to be red hot. Investors don't care!

tim@emorningcoffee.com

Mar 6, 20225 min read

This week was dominated by geopolitical news around Ukraine and Russia. Uncertainty led to a flow out of risk assets and into safe havens.

tim@emorningcoffee.com

Feb 19, 20226 min read

Don't look to fundamentals to explain equity prices today – look to attitudes embedded in acronyms. And don't forget the super-easy Fed!

tim@emorningcoffee.com

Nov 23, 20214 min read

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