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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

3 days ago6 min read

Week ended Feb 28, 2025: investors are "risk off"

Market volatility is increasing due to erratic US government policies. Bonds, gold, and foreign stocks are the place to hide.

tim@emorningcoffee.com

7 days ago6 min read

Inspired by Mr Trump's false claims that he inherited the "worst economy ever", this article looks at administrations' economic performance.

tim@emorningcoffee.com

Feb 197 min read

This article summarises two articles and one podcast that are topical,: US/EU automotive tariffs, social security "fraud", and steel tariffs

tim@emorningcoffee.com

Jan 52 min read

We start 2025 with a mixed picture, not surprising in that the new year consisted of a holiday week. Friday was better in US stocks.

tim@emorningcoffee.com

Dec 7, 20247 min read

Stocks reached more record highs in the US, but Asian and European stocks outperformed. UST yields slightly lower. Bitcoin soars to record

tim@emorningcoffee.com

Nov 3, 20244 min read

Here are a few last-minute thoughts on the US election which will be held on Tuesday, Nov 5. A lot is at stake, but Weds, the world goes on

tim@emorningcoffee.com

Sep 25, 202410 min read

There are many important issues in the US Presidential election, but none more so perhaps than immigration, inflation, and abortion.

tim@emorningcoffee.com

Sep 14, 20246 min read

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.

tim@emorningcoffee.com

Jul 20, 20244 min read

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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