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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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Week ended April 18, 2025
There will be no "Fed put" according to Mr Powell, which rattled markets and evoked a response from Mr Trump. US equities slumped again.
tim@emorningcoffee.com
7 days ago5 min read
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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
Mar 8, 20247 min read
38
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Week ended Nov 10, 2023
US stocks were stopped in their tracks by higher yields on Thurs (poor 30y UST auction), but resumed their upward trajectory the next day.
tim@emorningcoffee.com
Nov 12, 20236 min read
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Week ended Aug 25th 2023: Nvidia, Jackson Hole and real interest rates
Rather uneventful week in markets although equities generally better and yields a touch wider. Focus was on Jackson Hole, NVDA and rates.
tim@emorningcoffee.com
Aug 26, 20236 min read
44
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Week ended June 30, 2023: Equity markets on fire!
It was a scorching end to a fantastic first half of 2023, if you are long equities. Less so perhaps if you are long bonds. And Apple!!
tim@emorningcoffee.com
Jul 1, 20236 min read
53
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Week ended June 16, 2023: Risk-rally broadening
Fed pauses, ECB races ahead, BoJ stays loose; BoE poised to raise rates again this week. Dollar slumps, global equities power ahead,
tim@emorningcoffee.com
Jun 18, 20237 min read
35
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