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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.
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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
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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
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Week ended Jan 31, 2025: earnings and central bank decisions dominate
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
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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
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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
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Week ended Nov 8, 2024: Markets adapt to president-elect Trump
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
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Week ended Oct 25, 2024: yields push higher
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
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FOREX
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
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Is the bond market doing the Fed's dirty work?
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
116
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