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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

Mar 226 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

tim@emorningcoffee.com

Dec 23, 20235 min read

Week ended Dec 22, 2023: Mixed data, markets continue rally

Economic data remains mixed, but it is clear inflation is slowing in the US and Europe. Investors are all-in on a faster pivot, markets up.

tim@emorningcoffee.com

Dec 19, 20209 min read

Week Ended Dec 18 2020 and the Week Ahead

....investors are looking out to the future, post-pandemic, even though equities arguably remain so richly priced....

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