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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

Feb 85 min read

Week ended Feb 7, 2025: markets react to tariff threats, earnings and jobs

Last week was the second week running that the start of the week was characterised by turmoil, this time caused by tariff threats. Mr...

tim@emorningcoffee.com

Aug 24, 20243 min read

A confluence of economic data, punctuated by a speech by Fed Chair Powell on Friday in Jackson Hole, suggests rate cuts are coming soon.

tim@emorningcoffee.com

May 4, 20245 min read

Earnings and economic data were all relatively to the liking of equity and bond investors alike, providing a boost for assets last week.

tim@emorningcoffee.com

Apr 13, 20244 min read

US CPI data released Weds morning was the culprit, wrecking sentiment in equities and sending yields soaring. Gold and the Dollar stronger.

tim@emorningcoffee.com

Mar 15, 20245 min read

Hotter-than-expected US inflation data clobbered the bond market, and after digestion, also rattled US equities. Credit was better (again).

tim@emorningcoffee.com

Aug 12, 20235 min read

Dullsville although markets did gyrate a bit, with equities and bonds lower, the USD, credit and oil better. US inflation bang on.

tim@emorningcoffee.com

Aug 6, 20234 min read

[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...

tim@emorningcoffee.com

Aug 2, 20234 min read

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!

tim@emorningcoffee.com

May 1, 20214 min read

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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