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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 115 min read

Week ended Jan 10, 2025: markets under pressure

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 31, 20248 min read

I "guessed" at how markets would perform in 2024 last year at this time. Some I got right, some I got wrong, not different from the pros.

tim@emorningcoffee.com

Nov 12, 20245 min read

Some stocks that clearly "track" President-elect Trump's varied campaign promises have rallied hard, including TSLA, BTC, COIN and KRE.

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

May 25, 20245 min read

Both equity and bonds were a touch softer last week. Even stellar earnings by NVDA could not completely save the day, although amazing.

tim@emorningcoffee.com

Apr 6, 20246 min read

Stocks and bonds declined last week, although stocks ended the week on a positive note after a strong US jobs report. Gold and oil higher.

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!

tim@emorningcoffee.com

Sep 23, 20236 min read

The central bank trifecta this week unfolded largely as expected. US bonds and equities puked on the Fed's "higher for longer".

tim@emorningcoffee.com

Apr 24, 20237 min read

The debt ceiling is front & centre as the date the US Treasury runs out of cash is drawing dangerously near. Here's my two cents, enjoy!

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