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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 Jan 10, 2025: markets under pressure
Stock and bond markets felt fragile all week. The US Dec jobs report caused investments to gap down in price to end a difficult week.
tim@emorningcoffee.com
Jan 115 min read
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American Exceptionalism
Better late than never, in that this article is about my views on American exceptionalism, both economically and as far as US stocks.
tim@emorningcoffee.com
Jan 813 min read
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Week ended Nov 29, 2024: US stocks and bonds soar
US stocks and bonds soar. Yields were lower across the maturity curve. Gold, the US Dollar and oil fell, and the Yen strengthened.
tim@emorningcoffee.com
Nov 30, 20243 min read
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Week ended October 20, 2023: yields spike
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
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Week ended April 7, 2023
It was a holiday shortened week devoid of direction, with economic data providing a mixed picture. Oil, gold higher. Equities weaker.
tim@emorningcoffee.com
Apr 8, 20234 min read
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WEEKLY: Risk markets grind higher
Stocks and bonds are much better on the week, continuing a nice run in the 4Q22. The rally is broadening and orderly. Too much, too fast?
tim@emorningcoffee.com
Nov 26, 20224 min read
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Week ended Aug 20th 2020: Saved by Friday!
Equity markets were rescued from what would have been a dismal week by Friday's rally in US stocks. Concerns include Delta, China, tapering
tim@emorningcoffee.com
Aug 22, 20215 min read
68
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How did we get here: US equities are expensive
Why are equities at historically high levels less than 1.5 years following a pandemic unlike anything experienced in 100 years?
tim@emorningcoffee.com
Jul 27, 20218 min read
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Week Ended June 4th: Meme stocks feature in a blah market (until Friday)
Weekly update from E-MorningCoffee covering financial markets and macroeconomic events of the past week.
tim@emorningcoffee.com
Jun 5, 20215 min read
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