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
Week ended Feb 7, 2025: markets react to tariff threats, earnings and jobs
Last week was the second week running that the start of the week was characterised by turmoil, this time caused by tariff threats. Mr...
tim@emorningcoffee.com
Feb 85 min read
18
0
Week ended Jan 24, 2025: Mr Trump's first week in office
US markets responded favourably to new President Donald Trump’s first week in office, with bond yields holding steady and stock indices...
tim@emorningcoffee.com
Jan 254 min read
17
0
Week ended Jan 17, 2025: markets recover
Global equities staged a nice rally last week, and government bond yields fell in the US and UK. Oil, gold and Bitcoin were all higher.
tim@emorningcoffee.com
Jan 182 min read
22
0
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
Jan 115 min read
22
0
Week ended Jan 3, 2025
We start 2025 with a mixed picture, not surprising in that the new year consisted of a holiday week. Friday was better in US stocks.
tim@emorningcoffee.com
Jan 52 min read
25
0
Week ended Dec 27, 2024: more of the same
It was a relatively quiet week with holidays right in the middle of the week for many countries. Equities were better, yields were higher.
tim@emorningcoffee.com
Dec 28, 20242 min read
28
0
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
Dec 21, 20245 min read
23
0
Week ended Dec 13, 2024: markets slightly weaker
Bond yields ticked up after an in-line Nov CPI report, reminding investors the inflation battle is not over. Stocks were weaker.,
tim@emorningcoffee.com
Dec 14, 20246 min read
44
0
Week ended Dec 6, 2024: risk markets and USTs better, Bitcoin soars to record
Stocks reached more record highs in the US, but Asian and European stocks outperformed. UST yields slightly lower. Bitcoin soars to record
tim@emorningcoffee.com
Dec 7, 20247 min read
17
0
Home: Blog2
bottom of page