Fed | E-Morning Coffee

Home: Welcome

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.

Week ended April 25, 2025 (early edition): earnings, whining and wining

This is the early edition of the weekly, covering earnings (TSLA and GOOG), Trump capitulation (again) and 2024 en primeur Bordeaux campaign

tim@emorningcoffee.com

14 hours ago6 min read

There will be no "Fed put" according to Mr Powell, which rattled markets and evoked a response from Mr Trump. US equities slumped again.

tim@emorningcoffee.com

7 days ago5 min read

Most focus this week was on the FOMC decision, which was initially viewed as slightly dovish before reality sat in. Markets were mixed.

tim@emorningcoffee.com

Mar 225 min read

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 216 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

Feb 15 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

Dec 14, 20246 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

Mar 17, 20228 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

Nov 23, 20214 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?

tim@emorningcoffee.com

Oct 20, 20215 min read

Home: Blog2