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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 Mar 7, 2025: markets continue to spiral down
Tariffs followed by partial capitulation, a strategic crypto reserve, and further erosion in markets summed up another tumultuous week.
tim@emorningcoffee.com
Mar 75 min read
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Week ended Feb 14, 2025: markets slightly better
Inflation continues to confound, although investors largely shook it off. Market volatility remains elevated but stocks better WoW.
tim@emorningcoffee.com
Feb 154 min read
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Balance of payments, trade and tariffs
The week started with the Trump Administration announcing tariffs on Mexico, Canada and China, the first two of which were quickly rescinded
tim@emorningcoffee.com
Feb 69 min read
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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...
tim@emorningcoffee.com
Jan 254 min read
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Week ended Jan 17, 2025: markets recover
Global equities staged a nice rally last week, and government bond yields fell in the US and UK. Oil, gold and Bitcoin were all higher.
tim@emorningcoffee.com
Jan 182 min read
22
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"Pardon Me"
To my knowledge there has never been a pre-emptive self-pardon, so this will certainly be breaking new ground.
tim@emorningcoffee.com
Dec 8, 202010 min read
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