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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.

Week ended January 12, 2024: focus on Bitcoin ETFs

Last week was about US inflation data and the approval of Bitcoin ETFs. CPI was slightly hot, and PPI was weak, sending yields lower.

tim@emorningcoffee.com

Jan 13, 20244 min read

We ended the year very much along the themes that drove 4Q23. Equities and government bonds were better bid across the board. 2024??

tim@emorningcoffee.com

Dec 30, 20233 min read

Yields spiked this week, one of several factors leading to a decisive risk-off feeling as equities tanked and gold roared forward.

tim@emorningcoffee.com

Oct 21, 20235 min read

Dismal end to a dismal quarter, with stocks down and bonds getting hammered. US govt shutdown, US housing market and UST market worries.

tim@emorningcoffee.com

Sep 30, 20237 min read

This week was quiet although the slow drift lower for equities and bonds continued. China's economy and higher UST yields were the focus.

tim@emorningcoffee.com

Aug 20, 20235 min read

Dullsville although markets did gyrate a bit, with equities and bonds lower, the USD, credit and oil better. US inflation bang on.

tim@emorningcoffee.com

Aug 12, 20235 min read

[GO STRAIGHT TO THE TABLES] We’re now into August, a normally lower-volume month, and often not the best month for equities. The table...

tim@emorningcoffee.com

Aug 6, 20234 min read

Bonds were battered again, but not global equities which took off like rockets. Earnings good, economic data good, etc – what's not to like

tim@emorningcoffee.com

Jul 29, 20234 min read

It's fair to say that disappointing results from Netflix and Tesla stopped the market in its tracks, although UK CPI was better.

tim@emorningcoffee.com

Jul 22, 20234 min read

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