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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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tim@emorningcoffee.com
Apr 20, 20248 min read
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.
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tim@emorningcoffee.com
Jan 7, 20243 min read
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!
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tim@emorningcoffee.com
May 21, 20233 min read
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.
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tim@emorningcoffee.com
Apr 15, 20234 min read
Week ended April 14, 2023
Bank earnings better-than-expected, inflation slowing Stateside. Investors mixed, with equities higher and bond prices lower. Credit stable
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tim@emorningcoffee.com
Feb 25, 20234 min read
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.
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tim@emorningcoffee.com
Feb 23, 20237 min read
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.
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tim@emorningcoffee.com
Dec 3, 20225 min read
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....
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