us treasuries | 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

Dec 28, 20242 min read

Week ended Dec 27, 2024: more of the same

It was a relatively quiet week with holidays right in the middle of the week for many countries. Equities were better, yields were higher.

tim@emorningcoffee.com

Jul 6, 20245 min read

Labour wins overwhelming majority in UK Parliamentary election. US jobs report favourable for inflation. French election ahead.

tim@emorningcoffee.com

May 18, 20246 min read

The week started with a short-lived meme frenzy, which fade quickly. Slightly weaker US data then took centre stage.

tim@emorningcoffee.com

Apr 27, 20248 min read

Risk markets bounced back this week, although yields on Treasuries moved higher. GOOG, META, MSFT and TSLA released earnings.

tim@emorningcoffee.com

Mar 22, 20246 min read

It was an "everything rally" last week, with several equity markets touching record highs. US Treasuries also rallied. Thanks central banks

tim@emorningcoffee.com

Dec 30, 20233 min read

We ended the year very much along the themes that drove 4Q23. Equities and government bonds were better bid across the board. 2024??

tim@emorningcoffee.com

Sep 30, 20237 min read

Dismal end to a dismal quarter, with stocks down and bonds getting hammered. US govt shutdown, US housing market and UST market worries.

tim@emorningcoffee.com

Aug 23, 20226 min read

The Federal Reserve is in the early stages of reducing its balance sheet, or quantitative tightening ("QT").

tim@emorningcoffee.com

May 25, 20229 min read

FOREX is in the news, especially as many think the USD has reached its peak and is at an inflection point. What drives FOREX? Read on.

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