yields | E-Morning Coffee 2/11

Home: Welcome

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

Dec 21, 20245 min read

Week ended Dec 20, 2024: FOMC projections send markets lower

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

Oct 5, 20245 min read

Risk remains asymmetrical to the downside, but a robust US jobs report cheered risk investors on Friday and sent UST yields sharply higher.

tim@emorningcoffee.com

Aug 17, 20244 min read

It was an "everything up" week, with global equities, US Treasuries, corporate bonds and gold all registering gains. Happy summer!

tim@emorningcoffee.com

Aug 10, 20245 min read

It was a highly volatile week in bond and risk markets, which makes it hard to believe that we ended the week about where we started.

tim@emorningcoffee.com

Jul 6, 20245 min read

Labour wins overwhelming majority in UK Parliamentary election. US jobs report favourable for inflation. French election ahead.

tim@emorningcoffee.com

May 18, 20246 min read

The week started with a short-lived meme frenzy, which fade quickly. Slightly weaker US data then took centre stage.

tim@emorningcoffee.com

May 12, 20244 min read

Equities better bid in a holiday-shortened week, one void of meaningful economic data and the last serious tranche of earnings.

tim@emorningcoffee.com

Apr 27, 20248 min read

Risk markets bounced back this week, although yields on Treasuries moved higher. GOOG, META, MSFT and TSLA released earnings.

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

Home: Blog2