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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 28, 20242 min read

Week ended Dec 27, 2024: more of the same

It was a relatively quiet week with holidays right in the middle of the week for many countries. Equities were better, yields were higher.

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

Dec 30, 20233 min read

We ended the year very much along the themes that drove 4Q23. Equities and government bonds were better bid across the board. 2024??

tim@emorningcoffee.com

Aug 2, 20234 min read

Seven months into the year, many of my Y/E forecasts for indices and other assets look like they will be wrong. I am in good company!

tim@emorningcoffee.com

Jul 15, 20233 min read

Stock and bond investors party hard, with equities ripping and US Treasury yields dropping sharply. A benign June CPI report was key driver

tim@emorningcoffee.com

May 6, 20235 min read

Mixed data week but generally suggesting resilient US jobs market. Fed and ECB hike, Apple delivers the goods. Equities slightly weaker.

tim@emorningcoffee.com

Mar 25, 20235 min read

Concerns about banking arguably subsided as the week wore on, with Fed and BoE rate decisions taking centre stage. Risk assets better bid.

tim@emorningcoffee.com

Dec 31, 20223 min read

It was a holiday shortened, rather lacklustre week in markets. Good that 2022 is over. FY returns were poor across equities and bonds.

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