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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

Mar 155 min read

Week ended March 15, 2024: most assets falter

Hotter-than-expected US inflation data clobbered the bond market, and after digestion, also rattled US equities. Credit was better (again).

tim@emorningcoffee.com

Dec 9, 20236 min read

Week ended Dec 8, 2023: eyes on central bank policy meetings

It was a week of mixed economic news in the US, with a strong labor market clobbering the short end of the UST curve. Equities didn't care.

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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