tim@emorningcoffee.com
Three key election issues: immigration, inflation and abortion
There are many important issues in the US Presidential election, but none more so perhaps than immigration, inflation, and abortion.
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Home: Welcome
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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tim@emorningcoffee.com
Sep 146 min read
Week ended Sept 13, 2024: it was an "everything up" week
It was one of those weeks that if you didn't chalk up portfolio gains, it would be difficult to figure out why. Bonds and stocks rallied.
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tim@emorningcoffee.com
Jul 204 min read
Week ended July 19, 2024: stocks and bonds sell off
Markets were jittery much of the week, with the rotation out of tech continuing in the US. US Treasuries were also under pressure.
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tim@emorningcoffee.com
Jun 305 min read
Week ended June 28, 2024: Geopolitics dominate, markets lacklustre
The news narrative was dominated by elections in the UK and France, and the first Biden-Trump debate. Markets were lacklustre to close 1H24
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tim@emorningcoffee.com
Jun 15 min read
Week ended May 31, 2024: Trump convicted, markets don't care
Former President Trump gets nailed for 34 felony accounts, but this rallies his supporters. Markets didn't care, ending positively for May.
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tim@emorningcoffee.com
Apr 208 min read
Week ended April 19, 2024: not a good week!
It was another challenging week for both stocks and bonds, with the sell-off in equities gaining steam as tech stocks flounder.
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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.
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tim@emorningcoffee.com
Oct 22, 20216 min read
Week Ended October 22, 2021
This week did not have a lot of economic news, but a combination of earnings, the first Bitcoin ETF and two interesting SPACs featured.
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tim@emorningcoffee.com
Oct 28, 202015 min read
US Postal Service (and Absentee Ballots)
President Trump is right in his desire to restructure the USPS albeit not necessarily for the right reasons.
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