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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 254 min read

Week ended Jan 24, 2025: Mr Trump's first week in office

US markets responded favourably to new President Donald Trump’s first week in office, with bond yields holding steady and stock indices...

tim@emorningcoffee.com

Jan 182 min read

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 52 min read

We start 2025 with a mixed picture, not surprising in that the new year consisted of a holiday week. Friday was better in US stocks.

tim@emorningcoffee.com

Dec 21, 20245 min read

Confident that another stellar year for U.S. stocks was coming to a close, investors were jolted from their complacency when the Federal...

tim@emorningcoffee.com

Nov 9, 20249 min read

Last week was mainly about the US election, which D Trump and the Republicans won in a landslide. The "Trump trade" was full on.

tim@emorningcoffee.com

Sep 28, 20245 min read

Chinese stimulus measures buoyed stocks globally, and US Treasuries were stable. Gold paused and oil fell. The Dollar was weaker.

tim@emorningcoffee.com

Jun 1, 20245 min read

Former President Trump gets nailed for 34 felony accounts, but this rallies his supporters. Markets didn't care, ending positively for May.

tim@emorningcoffee.com

Feb 17, 20245 min read

US inflation for January was hot, pushing equities bond bonds lower. International equities performed better. UK and Japan in recession.

tim@emorningcoffee.com

Jan 27, 20243 min read

Lots of US economic data last week that pushed the S&P 500 to another record level. UST yields flattish. Chinese equities better. Read on

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