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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.
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Week ended April 19, 2024: not a good week!
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
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Week ended Jan 5, 2024
Sloppy start to the new year in most traditional asset markets. Credit also weakened, and the USD strengthened. Off we go!
tim@emorningcoffee.com
Jan 7, 20243 min read
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Week ended May 19, 2023
Not a lot of news this week aside from the debt ceiling discussions and earnings from US retailers Walmart, Home Depot and Target.
tim@emorningcoffee.com
May 21, 20233 min read
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Week ended April 14, 2023
Bank earnings better-than-expected, inflation slowing Stateside. Investors mixed, with equities higher and bond prices lower. Credit stable
tim@emorningcoffee.com
Apr 15, 20234 min read
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WEEKLY: Inflation, inflation, inflation!
Inflation data weighed on markets again this week, with the S&P 500 declining for the 3rd consecutive week and UST yields pushing higher.
tim@emorningcoffee.com
Feb 25, 20234 min read
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The Great Reveal
Since I write a lot about markets and macroeconomic topics, it is only fair that I talk about my own investment portfolio.
tim@emorningcoffee.com
Feb 23, 20237 min read
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WEEKLY: Didn't see that coming!
The good news is that Nov was a terrific and positive month for stocks and bonds. The bad news is inflation won't go away. Read on....
tim@emorningcoffee.com
Dec 3, 20225 min read
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