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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 216 min read

Week ended Feb 21, 2025: stocks slip and bonds improve

For investors, it is not easy staying focused these days on the substantive economic and business data that matter for your portfolio....

tim@emorningcoffee.com

Feb 15 min read

The week started and ended poorly for US stocks, delivering losses for the week. European stocks have been the best performers YtD.

tim@emorningcoffee.com

Dec 14, 20246 min read

Bond yields ticked up after an in-line Nov CPI report, reminding investors the inflation battle is not over. Stocks were weaker.,

tim@emorningcoffee.com

Nov 23, 20246 min read

Equities were better in the US and Europe. UST yields were marginally changed. Gold and Bitcoin soared to record highs. The Dollar was up

tim@emorningcoffee.com

Oct 26, 20245 min read

Both equity and bond markets lost ground last week, although Chinese stocks were positive as well the NASDAQ following TSLA earnings.

tim@emorningcoffee.com

Sep 21, 20247 min read

Last week was mainly about a trifecta of central bank decisions, with most attention focused on the Fed. The Fed Funds rate was reduced .50%

tim@emorningcoffee.com

Mar 17, 20228 min read

It is fashionable to espouse the end of the US dollar as the leading global reserve currency, but this will not occur anytime soon.

tim@emorningcoffee.com

Nov 23, 20214 min read

Don't look to fundamentals to explain equity prices today – look to attitudes embedded in acronyms. And don't forget the super-easy Fed!

tim@emorningcoffee.com

Oct 20, 20215 min read

The bond market looks to be doing the Fed's dirty work, sending short term yields to post-pandemic highs. Is the Fed being too methodical?

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