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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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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
Jan 182 min read
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Week ended Jan 10, 2025: markets under pressure
Stock and bond markets felt fragile all week. The US Dec jobs report caused investments to gap down in price to end a difficult week.

tim@emorningcoffee.com
Jan 115 min read
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WEEKLY: Fed “talking heads” pour cold water on rally
The week could have been worse thanks to the talking heads from the Fed, but Friday saved the day. Yield curve steepens, oil prices plummet

tim@emorningcoffee.com
Nov 19, 20226 min read
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Week ended Oct 14, 2022
The Truss government takes a U-Turn and throws Kwarteng under the bus, and US equities experience unusual volatility following hot CPI.

tim@emorningcoffee.com
Oct 15, 20226 min read
33
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Week Ended Sept 30th, 2022
The week, month and quarter was simply a disaster for both equity and bond investors globally, there was simply nowhere to hide except cash.

tim@emorningcoffee.com
Oct 1, 20226 min read
79
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Week Ended Sept 24th, 2021: Equities claw back Monday's sharp losses
The week started poorly but by the end of the week, the Fed had provided just enough fuel to stoke on buy-the-dip investors.

tim@emorningcoffee.com
Sep 25, 20214 min read
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Week Ended August 6th 2021: Strong US jobs report
Weekly update for the week ended Aug 6th 2021. USTs tank on Friday after strong jobs report, but US / global equities deliver a strong week,

tim@emorningcoffee.com
Aug 7, 20214 min read
21
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Week Ended June 11th: Focus on ECB Decision and May CPI
Weekly update, attention focused on ECB policy and US May CPI. Markets reacted well, but look bored - meme stocks and crypto vol dominate.

tim@emorningcoffee.com
Jun 12, 20213 min read
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