tim@emorningcoffee.com
Week ended Sept 13, 2024: it was an "everything up" week
It was one of those weeks that if you didn't chalk up portfolio gains, it would be difficult to figure out why. Bonds and stocks rallied.
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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
Jun 153 min read
Week ended June 14, 2024: US inflation slows
US CPI surprised on the downside (lower than expected) this week, setting a constructive tone. The FOMC says one rate cut, Europe wobbles.
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tim@emorningcoffee.com
Dec 9, 20236 min read
Week ended Dec 8, 2023: eyes on central bank policy meetings
It was a week of mixed economic news in the US, with a strong labor market clobbering the short end of the UST curve. Equities didn't care.
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tim@emorningcoffee.com
Aug 2, 20234 min read
Wrong (so far)....but the Street has been, too
Seven months into the year, many of my Y/E forecasts for indices and other assets look like they will be wrong. I am in good company!
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tim@emorningcoffee.com
Jul 1, 20236 min read
Week ended June 30, 2023: Equity markets on fire!
It was a scorching end to a fantastic first half of 2023, if you are long equities. Less so perhaps if you are long bonds. And Apple!!
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tim@emorningcoffee.com
Apr 29, 20235 min read
Week ended April 28, 2023: Big tech serves up the numbers
This week was about big tech earnings, which did not disappoint, and economic data, which suggested a slowing economy but stubborn inflation
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tim@emorningcoffee.com
Jul 15, 20225 min read
Who do you trust?
Do you trust the Fed, or the Bank of England, or the Bank of Japan, or the ECB, or the Bank of China? Shades of grey for sure, read on!
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tim@emorningcoffee.com
Mar 17, 20228 min read
Will the US dollar remain the global reserve currency?
It is fashionable to espouse the end of the US dollar as the leading global reserve currency, but this will not occur anytime soon.
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tim@emorningcoffee.com
Feb 12, 20227 min read
Week Ended February 11th 2022
A week of two halves. Equities performed well for 3 days and then high CPI and hawkish Fed comments clobbered stocks & bonds.
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