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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 19th and the Week Ahead

This was certainly another eventful week as markets were all over the place, at least from mid-week on. Aside from ongoing volatility in...

tim@emorningcoffee.com

Mar 20, 20215 min read

Any and everything that screams “value”, or benefits from higher rates and a steeper yield curve (financials), or benefits from......

tim@emorningcoffee.com

Mar 13, 20215 min read

It was all about US Treasury yields last week, which remained stubbornly high and increased further on better-than-expected US payroll data

tim@emorningcoffee.com

Mar 6, 20215 min read

This is the update of financial markets and key economic events that occurred last week in a highly volatile session, and what may be ahead

tim@emorningcoffee.com

Feb 27, 20216 min read

This past week was more lacklustre than the two weeks before, although the outcome was a slightly more subdued version of the same....

tim@emorningcoffee.com

Feb 13, 20215 min read

NOTE TO READERS: Still working on format or weekly, bear with me. The Week Ahead Well as they say, “I still ain’t feelin’ it”. It’s...

tim@emorningcoffee.com

Jan 16, 20215 min read

I am trying a new format as the year begins for the emorningcoffee.com weekly update, consisting of more concise text and a more...

tim@emorningcoffee.com

Jan 9, 20213 min read

2020 was an amazing year in the financial markets, in that the trajectory and volatility of asset prices could have never been imagined...

tim@emorningcoffee.com

Jan 4, 20218 min read

What could possibly go wrong? I guess that’s what bothers me most because we seem to be out of good news.

tim@emorningcoffee.com

Nov 25, 20202 min read

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