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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.

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.

tim@emorningcoffee.com

Sep 14, 20246 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.

tim@emorningcoffee.com

Jul 20, 20244 min read

The news narrative was dominated by elections in the UK and France, and the first Biden-Trump debate. Markets were lacklustre to close 1H24

tim@emorningcoffee.com

Jun 30, 20245 min read

Former President Trump gets nailed for 34 felony accounts, but this rallies his supporters. Markets didn't care, ending positively for May.

tim@emorningcoffee.com

Jun 1, 20245 min read

It was another challenging week for both stocks and bonds, with the sell-off in equities gaining steam as tech stocks flounder.

tim@emorningcoffee.com

Apr 20, 20248 min read

Equities were mixed, UST yields were tighter across the curve. Politics garnered most attention this week, plus an ECB decision.

tim@emorningcoffee.com

Mar 8, 20247 min read

This week did not have a lot of economic news, but a combination of earnings, the first Bitcoin ETF and two interesting SPACs featured.

tim@emorningcoffee.com

Oct 22, 20216 min read

President Trump is right in his desire to restructure the USPS albeit not necessarily for the right reasons.

tim@emorningcoffee.com

Oct 28, 202015 min read

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