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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

Nov 27 min read

Week ended Nov 1, 2024: UK autumn budget, earnings, economic data

UK autumn budget, earnings galore (including five "Mag 7" companies), and gobs of economic data...just as we lead into the US election!!

tim@emorningcoffee.com

Aug 311 min read

Week ended Aug 2, 2024 (and emails during week to subs)

Last week was brilliant for UST investors in duration, and horrible for investors in global equities. Culprits: Mag & and US economic data.

tim@emorningcoffee.com

Mar 87 min read

Week ended March 8, 2024: politics dominate landscape

Equities were mixed, UST yields were tighter across the curve. Politics garnered most attention this week, plus an ECB decision.

tim@emorningcoffee.com

Sep 2, 20234 min read

Week ended Sept 1, 2023: Good enough

The perfect storm of economic news cheered bond and stock investors, with asset prices rising across the board in the US. RoW less clear.

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