US Dollar | E-Morning Coffee

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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

Feb 144 min read

Week ended Feb 14, 2025: markets slightly better

Inflation continues to confound, although investors largely shook it off. Market volatility remains elevated but stocks better WoW.

tim@emorningcoffee.com

Jan 115 min read

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

Nov 12, 20245 min read

Some stocks that clearly "track" President-elect Trump's varied campaign promises have rallied hard, including TSLA, BTC, COIN and KRE.

tim@emorningcoffee.com

Oct 5, 20245 min read

Risk remains asymmetrical to the downside, but a robust US jobs report cheered risk investors on Friday and sent UST yields sharply higher.

tim@emorningcoffee.com

Jun 8, 20246 min read

Stocks and bonds were better on the week in spite of a strong May jobs report released Friday morning. Gold and oil weaker, USD stronger.

tim@emorningcoffee.com

Apr 20, 20248 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

Oct 9, 20237 min read

The decision-making ability of Congress is poor and getting worse, just as US deficits spiral higher and higher. Something needs to be done

tim@emorningcoffee.com

Apr 24, 20237 min read

The debt ceiling is front & centre as the date the US Treasury runs out of cash is drawing dangerously near. Here's my two cents, enjoy!

tim@emorningcoffee.com

Jan 5, 20233 min read

The Street pros provide year-end 2023 projections for stocks and bonds, so why not EMC? Here are my guesstimates and rationales.

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