Gilts | 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

Jan 115 min read

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

Nov 19, 20226 min read

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

Oct 15, 20226 min read

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 1, 20226 min read

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

Sep 25, 20214 min read

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

Aug 7, 20214 min read

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

Jun 12, 20213 min read

Weekly update, attention focused on ECB policy and US May CPI. Markets reacted well, but look bored - meme stocks and crypto vol dominate.

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