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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
Dec 18, 20217 min read
Week ended December 17th, 2021
Focus this past week was on four of the world's major central banks, which provided the latest glimpse into the path of monetary policy.
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tim@emorningcoffee.com
Dec 11, 20217 min read
Week ended December 10th 2021
What a difference a few days make! We are solidly risk-on now, as conviction increased throughout the week. Equities had strong returns.
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tim@emorningcoffee.com
Nov 30, 202110 min read
Three books worth reading
One of the many things that I have enjoyed doing since I left the grind of working at large financial institutions is reading things...
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tim@emorningcoffee.com
Nov 6, 20216 min read
Week Ended November 5th, 2021
The Fed and BoE play along, with their dovish policies pushing USTs and Gilt prices higher and causing global equities to rock!
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tim@emorningcoffee.com
Sep 23, 20213 min read
FOMC and Chairman Powell Press Conference: “Much ado about nothing”
The Federal Reserve released the minutes from its FOMC meeting Sept 21-22 on Wednesday afternoon. The press release is here. Should you...
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tim@emorningcoffee.com
Aug 28, 20213 min read
Week Ended Aug 27th, 2021:Fed strikes dovish tone
This week investors were mainly focused on the Fed's message at the economic symposium in Jackson Hole. It was perfect, dovish for assets
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tim@emorningcoffee.com
May 26, 202110 min read
Inflation: Transient or Persistent, Lessons from the 1970s
This is about inflation - will it prove to be transitory (Fed's view) or persistent? I feel the former, but fear the medicine it will take
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tim@emorningcoffee.com
Mar 20, 20215 min read
Week Ended March 19th and the Week Ahead
This was certainly another eventful week as markets were all over the place, at least from mid-week on. Aside from ongoing volatility in...
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