tim@emorningcoffee.com
Week ended March 1, 2024
More of the same, as risk-on sentiment pushes US equity markets to record highs. Bitcoin is soaring, too. Economic data remains supportive
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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
Feb 175 min read
Week ended Feb 16th, 2024: economic data drives markets
US inflation for January was hot, pushing equities bond bonds lower. International equities performed better. UK and Japan in recession.
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tim@emorningcoffee.com
Nov 4, 20236 min read
Week ended Nov 3, 2023: stocks and bonds rally hard
Stocks and bonds were on fire this week, a rare occurrence recently. "Bad news is good news" resonated as data showed a slowing US economy
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tim@emorningcoffee.com
Sep 10, 20234 min read
Week ended Sept 8 2023: stocks and bonds sag (again)
Stocks and bonds sagged again this week, as overall sentiment remains fragile. Apple and corporate bond supply might have been culprits too
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tim@emorningcoffee.com
Aug 20, 20235 min read
Week ended August 18, 2023: China and USTs steal thunder
This week was quiet although the slow drift lower for equities and bonds continued. China's economy and higher UST yields were the focus.
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tim@emorningcoffee.com
Aug 12, 20235 min read
Week ended August 11, 2023: rather boring
Dullsville although markets did gyrate a bit, with equities and bonds lower, the USD, credit and oil better. US inflation bang on.
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tim@emorningcoffee.com
Mar 13, 202312 min read
The end of Silicon Valley Bank
Silicon Valley Bank went from fine to dead in less than 48 hours. Why and how? Could it have been prevented? What now?
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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
Jan 5, 20233 min read
My 2023 year-end guesses
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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