US Treasuries | E-Morning Coffee 2/6

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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

Jan 182 min read

Week ended Jan 17, 2025: markets recover

Global equities staged a nice rally last week, and government bond yields fell in the US and UK. Oil, gold and Bitcoin were all higher.

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

Dec 21, 20245 min read

Confident that another stellar year for U.S. stocks was coming to a close, investors were jolted from their complacency when the Federal...

tim@emorningcoffee.com

Jun 30, 20245 min read

The news narrative was dominated by elections in the UK and France, and the first Biden-Trump debate. Markets were lacklustre to close 1H24

tim@emorningcoffee.com

Jun 15, 20243 min read

US CPI surprised on the downside (lower than expected) this week, setting a constructive tone. The FOMC says one rate cut, Europe wobbles.

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

Mar 30, 20244 min read

Markets ended the last week of the first quarter strongly. Many assets reached record highs in the 1Q24: US, Japanese and European equities

tim@emorningcoffee.com

Oct 21, 20235 min read

Yields spiked this week, one of several factors leading to a decisive risk-off feeling as equities tanked and gold roared forward.

tim@emorningcoffee.com

Oct 7, 20237 min read

Markets feeling increasingly fragile as UST yields head higher and equities bounce around. Uncertainty and risks abound. Not feelin' it!

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