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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

Dec 7, 20247 min read

Week ended Dec 6, 2024: risk markets and USTs better, Bitcoin soars to record

Stocks reached more record highs in the US, but Asian and European stocks outperformed. UST yields slightly lower. Bitcoin soars to record

tim@emorningcoffee.com

Nov 12, 20245 min read

Some stocks that clearly "track" President-elect Trump's varied campaign promises have rallied hard, including TSLA, BTC, COIN and KRE.

tim@emorningcoffee.com

Nov 19, 20226 min read

The week could have been worse thanks to the talking heads from the Fed, but Friday saved the day. Yield curve steepens, oil prices plummet

tim@emorningcoffee.com

Nov 12, 20226 min read

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

Oct 1, 20226 min read

The week, month and quarter was simply a disaster for both equity and bond investors globally, there was simply nowhere to hide except cash.

tim@emorningcoffee.com

Sep 24, 20227 min read

It was a horrific week brought on by central banks doing exactly what they said they were going to do. Reality is setting in and its painful

tim@emorningcoffee.com

Sep 10, 20227 min read

The Labor Day holiday in the US on Monday and the Queen's death on Thursday framed the week, with risk assets rallying strongly on Friday.

tim@emorningcoffee.com

Jul 20, 202211 min read

BTC and its brethren have bounced back from early July lows, but is this edition of a crypto winter over? I take a look in this article.

tim@emorningcoffee.com

Jun 7, 20228 min read

2022 has been an abysmal year for most indices and asset classes globally, with the exceptions being oil, gold and the FTSE 100. Now what?

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