top of page
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.
Search
Mag 7 stocks, earnings, "hands off" the Fed and Jeffrey Sachs at ADF
Quick look to start the week with earnings, including TSLA and GOOG, Jeffrey Sachs explaining poor Trump policies and the Fed's independence
tim@emorningcoffee.com
Apr 22, 20254 min read
Musings to start the week
Down we go in a self-inflicted mess caused by Mr Trump's errant tariff policy. I talk about trade and budget deficits, and the week ahead.
tim@emorningcoffee.com
Apr 7, 20255 min read
DeepSeek, ASML earnings, Mag 7 earnings and FOMC decision
DeepSeek wrecks outlook for AI companies; Mag 7 companies MSFT, META, TSLA and AAPL report earnings; FOMC expected to hold rates
tim@emorningcoffee.com
Jan 29, 20253 min read
Musings to start the week (and it's all about banks)
UBS was seemingly strong-armed into a stock-for-stock acquisition of CS, ending that saga. What does this mean for global banking system?
tim@emorningcoffee.com
Mar 19, 20236 min read
Moral hazard following SIVB
The Fed, Treasury and FIDC took two steps last Sunday to address the SIVB situation. Are these effectively a form or moral hazard?
tim@emorningcoffee.com
Mar 15, 20237 min read
Corporate misbehaviour and the Adani Group
Let me begin this article by acknowledging that no country is immune to corporate fraud or graft. In fact, I can think of many more...
tim@emorningcoffee.com
Feb 3, 20237 min read
Musings to start the week
As we kick off the week with what looks like will be a weak opening in US stock and bond markets following weakness in Asian and European...
tim@emorningcoffee.com
Jan 30, 20233 min read
FAMAG earnings: investors on edge
This is a monumental week for earnings, with 167 S&P 500 companies – including all five FAMAG big tech companies – reporting results.
tim@emorningcoffee.com
Jul 26, 20226 min read
Who do you trust?
Do you trust the Fed, or the Bank of England, or the Bank of Japan, or the ECB, or the Bank of China? Shades of grey for sure, read on!
tim@emorningcoffee.com
Jul 15, 20225 min read
Home: Blog2
bottom of page