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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

Dec 77 min read

Week ended Dec 6, 2024: risk markets and USTs better, Bitcoin soars to record

Stocks reached more record highs in the US, but Asian and European stocks outperformed. UST yields slightly lower. Bitcoin soars to record

tim@emorningcoffee.com

Jun 305 min read

Week ended June 28, 2024: Geopolitics dominate, markets lacklustre

The news narrative was dominated by elections in the UK and France, and the first Biden-Trump debate. Markets were lacklustre to close 1H24

tim@emorningcoffee.com

Jun 153 min read

Week ended June 14, 2024: US inflation slows

US CPI surprised on the downside (lower than expected) this week, setting a constructive tone. The FOMC says one rate cut, Europe wobbles.

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