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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

Sep 30, 20237 min read

Week ended Sept 29, 2023 (end of 3Q)

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

Jun 7, 20228 min read

2022 so far: not a year to remember for investors!

2022 has been an abysmal year for most indices and asset classes globally, with the exceptions being oil, gold and the FTSE 100. Now what?

tim@emorningcoffee.com

May 10, 202214 min read

The Federal Reserve and the Decade of 2010-2020

The decade 2010-20 involved a very hands-on approach by the Fed to steer the US economy out of a deep recession. What lessons can be learnt

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