tim@emorningcoffee.com
Week ended August 23, 2024: Fed "pencils in" first rate reduction
A confluence of economic data, punctuated by a speech by Fed Chair Powell on Friday in Jackson Hole, suggests rate cuts are coming soon.
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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
May 45 min read
Week ended May 3, 2024
Earnings and economic data were all relatively to the liking of equity and bond investors alike, providing a boost for assets last week.
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tim@emorningcoffee.com
Apr 134 min read
Week ended April 12, 2024: "hot" US CPI data wrecks markets
US CPI data released Weds morning was the culprit, wrecking sentiment in equities and sending yields soaring. Gold and the Dollar stronger.
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tim@emorningcoffee.com
Mar 155 min read
Week ended March 15, 2024: most assets falter
Hotter-than-expected US inflation data clobbered the bond market, and after digestion, also rattled US equities. Credit was better (again).
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tim@emorningcoffee.com
Aug 12, 20235 min read
Week ended August 11, 2023: rather boring
Dullsville although markets did gyrate a bit, with equities and bonds lower, the USD, credit and oil better. US inflation bang on.
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tim@emorningcoffee.com
Aug 6, 20234 min read
Week ended Aug 4, 2023: It's August!
[GO STRAIGHT TO THE TABLES] We’re now into August, a normally lower-volume month, and often not the best month for equities. The table...
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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
May 1, 20214 min read
Week Ended April 30 and the Week Ahead
This week was mainly about earnings as 180 of the S&P 500 companies reported their quarterly results. In summary, earnings were solid.
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