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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.

Week ended March 21, 2025: US stocks eke out gains

Most focus this week was on the FOMC decision, which was initially viewed as slightly dovish before reality sat in. Markets were mixed.

tim@emorningcoffee.com

Mar 225 min read

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

The week started and ended poorly for US stocks, delivering losses for the week. European stocks have been the best performers YtD.

tim@emorningcoffee.com

Feb 15 min read

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

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

Last week was mainly about the US election, which D Trump and the Republicans won in a landslide. The "Trump trade" was full on.

tim@emorningcoffee.com

Nov 9, 20249 min read

Both equity and bond markets lost ground last week, although Chinese stocks were positive as well the NASDAQ following TSLA earnings.

tim@emorningcoffee.com

Oct 26, 20245 min read

FOREX is in the news, especially as many think the USD has reached its peak and is at an inflection point. What drives FOREX? Read on.

tim@emorningcoffee.com

May 25, 20229 min read

The bond market looks to be doing the Fed's dirty work, sending short term yields to post-pandemic highs. Is the Fed being too methodical?

tim@emorningcoffee.com

Oct 20, 20215 min read

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