BLS | E-Morning Coffee

Home: Welcome

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

Sep 7, 20237 min read

Jobs reports: are US jobs trending in the right direction?

This article is about jobs, more specifically, what is the key data? And what does the most recent data suggest about the future?

tim@emorningcoffee.com

Nov 12, 20226 min read

WEEKLY: US CPI and midterms push markets higher

FTX goes bust, US CPI suggests possible Fed pivot, and US midterms lead to the end of Dem progressive legislation. Equities & bonds rally.

tim@emorningcoffee.com

Jun 12, 20213 min read

Week Ended June 11th: Focus on ECB Decision and May CPI

Weekly update, attention focused on ECB policy and US May CPI. Markets reacted well, but look bored - meme stocks and crypto vol dominate.

Home: Blog2