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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
Feb 15 min read
Week ended Jan 31, 2025: earnings and central bank decisions dominate
The week started and ended poorly for US stocks, delivering losses for the week. European stocks have been the best performers YtD.
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tim@emorningcoffee.com
Jan 182 min read
Week ended Jan 17, 2025: markets recover
Global equities staged a nice rally last week, and government bond yields fell in the US and UK. Oil, gold and Bitcoin were all higher.
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tim@emorningcoffee.com
Dec 21, 20245 min read
Week ended Dec 20, 2024: FOMC projections send markets lower
Confident that another stellar year for U.S. stocks was coming to a close, investors were jolted from their complacency when the Federal...
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tim@emorningcoffee.com
Mar 13, 202312 min read
The end of Silicon Valley Bank
Silicon Valley Bank went from fine to dead in less than 48 hours. Why and how? Could it have been prevented? What now?
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tim@emorningcoffee.com
Aug 23, 20226 min read
The Federal Reserve's balance sheet
The Federal Reserve is in the early stages of reducing its balance sheet, or quantitative tightening ("QT").
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tim@emorningcoffee.com
May 25, 20229 min read
FOREX
FOREX is in the news, especially as many think the USD has reached its peak and is at an inflection point. What drives FOREX? Read on.
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tim@emorningcoffee.com
May 10, 202214 min read
The Federal Reserve and the Decade of 2010-2020
The decade 2010-20 involved a very hands-on approach by the Fed to steer the US economy out of a deep recession. What lessons can be learnt
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tim@emorningcoffee.com
Mar 17, 20228 min read
Will the US dollar remain the global reserve currency?
It is fashionable to espouse the end of the US dollar as the leading global reserve currency, but this will not occur anytime soon.
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tim@emorningcoffee.com
Oct 20, 20215 min read
Is the bond market doing the Fed's dirty work?
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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