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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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Summary of 2024 in tables
This article contains a summary of full-year 2024 performance of the indices and assets tracked by EMC, plus historical data, too.
tim@emorningcoffee.com
Jan 31 min read
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Week ended October 20, 2023: yields spike
Yields spiked this week, one of several factors leading to a decisive risk-off feeling as equities tanked and gold roared forward.
tim@emorningcoffee.com
Oct 21, 20235 min read
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Week ended April 14, 2023
Bank earnings better-than-expected, inflation slowing Stateside. Investors mixed, with equities higher and bond prices lower. Credit stable
tim@emorningcoffee.com
Apr 15, 20234 min read
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Week ended April 7, 2023
It was a holiday shortened week devoid of direction, with economic data providing a mixed picture. Oil, gold higher. Equities weaker.
tim@emorningcoffee.com
Apr 8, 20234 min read
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Week ended March 17, 2023
Bank concerns continue even as solutions were put forth for First Republic and CS. NASDAQ and Bitcoin rally, other markets signal risk off
tim@emorningcoffee.com
Mar 18, 20235 min read
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WEEKLY: Didn't see that coming!
The good news is that Nov was a terrific and positive month for stocks and bonds. The bad news is inflation won't go away. Read on....
tim@emorningcoffee.com
Dec 3, 20225 min read
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Week Ended March 4th 2022
Ukraine-Russia conflict dominates news, although inflation data in the Eurozone and US continues to be red hot. Investors don't care!
tim@emorningcoffee.com
Mar 6, 20225 min read
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Week ended February 18th 2022
This week was dominated by geopolitical news around Ukraine and Russia. Uncertainty led to a flow out of risk assets and into safe havens.
tim@emorningcoffee.com
Feb 19, 20226 min read
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FOMO, TINA, YOLO and the Fed
Don't look to fundamentals to explain equity prices today – look to attitudes embedded in acronyms. And don't forget the super-easy Fed!
tim@emorningcoffee.com
Nov 23, 20214 min read
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