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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 Sept 20, 2024: central bank decisions feature

Last week was mainly about a trifecta of central bank decisions, with most attention focused on the Fed. The Fed Funds rate was reduced .50%

tim@emorningcoffee.com

Sep 21, 20247 min read

It was one of those weeks that if you didn't chalk up portfolio gains, it would be difficult to figure out why. Bonds and stocks rallied.

tim@emorningcoffee.com

Sep 14, 20246 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 17, 20244 min read

Last week was brilliant for UST investors in duration, and horrible for investors in global equities. Culprits: Mag & and US economic data.

tim@emorningcoffee.com

Aug 3, 202411 min read

Markets mixed, with FTSE 100 leading the charge and Nikkei 225 getting hammered. Tech bellwethers set tone, economic data mixed.

tim@emorningcoffee.com

Jul 27, 20245 min read

European and most US equity indices better, with UST yields widening across the curve. Focus in on elections in the UK and Europe.

tim@emorningcoffee.com

Jun 22, 20246 min read

Both equity and bonds were a touch softer last week. Even stellar earnings by NVDA could not completely save the day, although amazing.

tim@emorningcoffee.com

May 25, 20245 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

May 12, 20244 min read

US CPI data released Weds morning was the culprit, wrecking sentiment in equities and sending yields soaring. Gold and the Dollar stronger.

tim@emorningcoffee.com

Apr 13, 20244 min read

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