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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 14, 20246 min read

Week ended Dec 13, 2024: markets slightly weaker

Bond yields ticked up after an in-line Nov CPI report, reminding investors the inflation battle is not over. Stocks were weaker.,

tim@emorningcoffee.com

Sep 21, 20247 min read

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%

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

Jul 13, 20246 min read

Stocks rip and bonds rip. Small cap stocks did the best in the States while tech floundered. US CPI cooler than expected. UK growth better

tim@emorningcoffee.com

May 18, 20246 min read

The week started with a short-lived meme frenzy, which fade quickly. Slightly weaker US data then took centre stage.

tim@emorningcoffee.com

Apr 27, 20248 min read

Risk markets bounced back this week, although yields on Treasuries moved higher. GOOG, META, MSFT and TSLA released earnings.

tim@emorningcoffee.com

Apr 6, 20246 min read

Stocks and bonds declined last week, although stocks ended the week on a positive note after a strong US jobs report. Gold and oil higher.

tim@emorningcoffee.com

Mar 22, 20246 min read

It was an "everything rally" last week, with several equity markets touching record highs. US Treasuries also rallied. Thanks central banks

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