Federal Reserve | E-Morning Coffee

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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

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.

tim@emorningcoffee.com

Dec 21, 20245 min read

Confident that another stellar year for U.S. stocks was coming to a close, investors were jolted from their complacency when the Federal...

tim@emorningcoffee.com

Nov 9, 20249 min read

Last week was mainly about the US election, which D Trump and the Republicans won in a landslide. The "Trump trade" was full on.

tim@emorningcoffee.com

Mar 13, 202312 min read

Silicon Valley Bank went from fine to dead in less than 48 hours. Why and how? Could it have been prevented? What now?

tim@emorningcoffee.com

Aug 23, 20226 min read

The Federal Reserve is in the early stages of reducing its balance sheet, or quantitative tightening ("QT").

tim@emorningcoffee.com

May 25, 20229 min read

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.

tim@emorningcoffee.com

May 10, 202214 min read

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

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

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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