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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.

"Worst economy ever"? Not even close!

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 266 min read

Last week was the second week running that the start of the week was characterised by turmoil, this time caused by tariff threats. Mr...

tim@emorningcoffee.com

Feb 85 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

Dec 7, 20247 min read

UK autumn budget, earnings galore (including five "Mag 7" companies), and gobs of economic data...just as we lead into the US election!!

tim@emorningcoffee.com

Nov 2, 20247 min read

US Labor Day holiday marked the unofficial end of summer, and also a demarcation for risk sentiment. Bonds rallied and stocks got hammered.

tim@emorningcoffee.com

Sep 7, 20246 min read

Earnings and economic data were all relatively to the liking of equity and bond investors alike, providing a boost for assets last week.

tim@emorningcoffee.com

May 4, 20245 min read

Last week dominated by five "Mag 7" companies that reported earnings (mixed bag), Fed and BoE monetary policy meetings, and economic data.

tim@emorningcoffee.com

Feb 3, 20246 min read

The perfect storm of economic news cheered bond and stock investors, with asset prices rising across the board in the US. RoW less clear.

tim@emorningcoffee.com

Sep 2, 20234 min read

US markets started the year poorly, but a balanced NFP report for Dec, released Friday, cheered investors. European equities even stronger.

tim@emorningcoffee.com

Jan 7, 20233 min read

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