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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 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.,
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tim@emorningcoffee.com
Sep 21, 20247 min read
Week ended Sept 20, 2024: central bank decisions feature
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%
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tim@emorningcoffee.com
Aug 24, 20243 min read
Week ended August 23, 2024: Fed "pencils in" first rate reduction
A confluence of economic data, punctuated by a speech by Fed Chair Powell on Friday in Jackson Hole, suggests rate cuts are coming soon.
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tim@emorningcoffee.com
Aug 17, 20244 min read
Week ended Aug 16, 2024: "everything up" week!
It was an "everything up" week, with global equities, US Treasuries, corporate bonds and gold all registering gains. Happy summer!
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tim@emorningcoffee.com
Jul 13, 20246 min read
Week ended July 12, 2024: stocks and bonds rip
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
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tim@emorningcoffee.com
May 18, 20246 min read
Week ended May 17, 2024: it was an "everything up" week
The week started with a short-lived meme frenzy, which fade quickly. Slightly weaker US data then took centre stage.
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tim@emorningcoffee.com
Apr 27, 20248 min read
Week ended April 26, 2024: Earnings feature
Risk markets bounced back this week, although yields on Treasuries moved higher. GOOG, META, MSFT and TSLA released earnings.
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tim@emorningcoffee.com
Apr 6, 20246 min read
Week ended April 5, 2024: equities and bonds decline
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.
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tim@emorningcoffee.com
Mar 22, 20246 min read
Week ended March 22, 2023: It's an "everything rally" (nearly)
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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