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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 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

Jul 29, 20234 min read

Bonds were battered again, but not global equities which took off like rockets. Earnings good, economic data good, etc – what's not to like

tim@emorningcoffee.com

Jul 22, 20234 min read

It's fair to say that disappointing results from Netflix and Tesla stopped the market in its tracks, although UK CPI was better.

tim@emorningcoffee.com

Jul 8, 20235 min read

US jobs data was sufficiently solid, largely as expected, that it wrecked the recent rally in stocks. UST yields were sent higher, too.

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.

tim@emorningcoffee.com

Aug 23, 20226 min read

The Federal Reserve is in the early stages of reducing its balance sheet, or quantitative tightening ("QT").

tim@emorningcoffee.com

May 25, 20229 min read

FOREX is in the news, especially as many think the USD has reached its peak and is at an inflection point. What drives FOREX? Read on.

tim@emorningcoffee.com

Oct 20, 20215 min read

The bond market looks to be doing the Fed's dirty work, sending short term yields to post-pandemic highs. Is the Fed being too methodical?

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