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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

Sep 21, 20247 min read

Week ended Sept 20, 2024: central bank decisions feature

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

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

Aug 17, 20244 min read

It was an "everything up" week, with global equities, US Treasuries, corporate bonds and gold all registering gains. Happy summer!

tim@emorningcoffee.com

May 18, 20246 min read

The week started with a short-lived meme frenzy, which fade quickly. Slightly weaker US data then took centre stage.

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 27, 20248 min read

Risk markets bounced back this week, although yields on Treasuries moved higher. GOOG, META, MSFT and TSLA released earnings.

tim@emorningcoffee.com

Apr 6, 20246 min read

Stocks and bonds declined last week, although stocks ended the week on a positive note after a strong US jobs report. Gold and oil higher.

tim@emorningcoffee.com

Mar 8, 20247 min read

Equities were mixed, UST yields were tighter across the curve. Politics garnered most attention this week, plus an ECB decision.

tim@emorningcoffee.com

Feb 3, 20246 min read

Last week dominated by five "Mag 7" companies that reported earnings (mixed bag), Fed and BoE monetary policy meetings, and economic data.

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