tim@emorningcoffee.com
Week ended August 23, 2024: Fed "pencils in" first rate reduction
A confluence of economic data, punctuated by a speech by Fed Chair Powell on Friday in Jackson Hole, suggests rate cuts are coming soon.
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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
Aug 174 min read
Week ended Aug 16, 2024: "everything up" week!
It was an "everything up" week, with global equities, US Treasuries, corporate bonds and gold all registering gains. Happy summer!
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tim@emorningcoffee.com
Aug 311 min read
Week ended Aug 2, 2024 (and emails during week to subs)
Last week was brilliant for UST investors in duration, and horrible for investors in global equities. Culprits: Mag & and US economic data.
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tim@emorningcoffee.com
Jul 275 min read
Week ended July 26, 2024: mixed week, earnings and data
Markets mixed, with FTSE 100 leading the charge and Nikkei 225 getting hammered. Tech bellwethers set tone, economic data mixed.
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tim@emorningcoffee.com
May 45 min read
Week ended May 3, 2024
Earnings and economic data were all relatively to the liking of equity and bond investors alike, providing a boost for assets last week.
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tim@emorningcoffee.com
Aug 2, 20234 min read
Wrong (so far)....but the Street has been, too
Seven months into the year, many of my Y/E forecasts for indices and other assets look like they will be wrong. I am in good company!
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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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tim@emorningcoffee.com
Dec 31, 20223 min read
WEEKLY: Damn glad that's over!
It was a holiday shortened, rather lacklustre week in markets. Good that 2022 is over. FY returns were poor across equities and bonds.
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