tim@emorningcoffee.com
Week ended Oct 25, 2024: yields push higher
Both equity and bond markets lost ground last week, although Chinese stocks were positive as well the NASDAQ following TSLA earnings.
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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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tim@emorningcoffee.com
Sep 217 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%
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tim@emorningcoffee.com
Sep 76 min read
Week ended Sept 6, 2024: sentiment deteriorates
US Labor Day holiday marked the unofficial end of summer, and also a demarcation for risk sentiment. Bonds rallied and stocks got hammered.
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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
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tim@emorningcoffee.com
Jun 86 min read
Week ended June 7, 2024: US jobs surprise
Stocks and bonds were better on the week in spite of a strong May jobs report released Friday morning. Gold and oil weaker, USD stronger.
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tim@emorningcoffee.com
Mar 54 min read
Revisiting gold as an asset class
This is a guest post about gold, penned by online investment firm BullionVault. Gold has just pierced $2,100/oz, reaching a record high.
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tim@emorningcoffee.com
Feb 23, 20237 min read
The Great Reveal
Since I write a lot about markets and macroeconomic topics, it is only fair that I talk about my own investment portfolio.
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tim@emorningcoffee.com
Jan 5, 20233 min read
My 2023 year-end guesses
The Street pros provide year-end 2023 projections for stocks and bonds, so why not EMC? Here are my guesstimates and rationales.
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tim@emorningcoffee.com
Jun 7, 20228 min read
2022 so far: not a year to remember for investors!
2022 has been an abysmal year for most indices and asset classes globally, with the exceptions being oil, gold and the FTSE 100. Now what?
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