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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
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...
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tim@emorningcoffee.com
Dec 7, 20247 min read
Week ended Dec 6, 2024: risk markets and USTs better, Bitcoin soars to record
Stocks reached more record highs in the US, but Asian and European stocks outperformed. UST yields slightly lower. Bitcoin soars to record
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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
Sep 20, 20235 min read
Guns or butter?
"Guns or butter" is a macroeconomic concept regarding govt budget allocation, but this article is about similar consumer decisions.
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tim@emorningcoffee.com
Aug 30, 20229 min read
Revisiting Saudi Aramco
Saudi Aramco did a much-watched IPO in Dec 2019. This article looks at the performance of the shares since the IPO (and other IOCs).
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tim@emorningcoffee.com
Apr 3, 20228 min read
Week ended April 1st 2022
Oil settles, inflation rages, Ukraine-Russia war drags on. The result? Equities rally, Treasuries get hammered. The yield curve inverts.
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tim@emorningcoffee.com
Feb 24, 20227 min read
Oil update: prices skyrocket
With oil approaching $100/bbl, it is hard to imagine that demand and supply were so out of line in April 2020 that oil prices went negative!
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tim@emorningcoffee.com
Oct 8, 20214 min read
About that transitory inflation........
I continue to believe that inflation will be transitory, but supply-push inflation will cause inflation to be higher longer.
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