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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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Cars, tariffs and social security "fraud"
This article summarises two articles and one podcast that are topical,: US/EU automotive tariffs, social security "fraud", and steel tariffs
tim@emorningcoffee.com
Feb 197 min read
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Week ended April 5, 2024: equities and bonds decline
Stocks and bonds declined last week, although stocks ended the week on a positive note after a strong US jobs report. Gold and oil higher.
tim@emorningcoffee.com
Apr 6, 20246 min read
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Week ended June 30, 2023: Equity markets on fire!
It was a scorching end to a fantastic first half of 2023, if you are long equities. Less so perhaps if you are long bonds. And Apple!!
tim@emorningcoffee.com
Jul 1, 20236 min read
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Week ended May 12, 2023
[GO STRAIGHT TO THE TABLES] MARKETS SUMMARY Stocks didn’t do much week-over-week although the general trend was down. Japanese equities...
tim@emorningcoffee.com
May 13, 20234 min read
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Predicting stock prices: 2023
The consensus view is that stocks will rise modestly in 2023. History has proven one thing – analysts will be wrong!
tim@emorningcoffee.com
Dec 22, 202210 min read
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Week ended Oct 14, 2022
The Truss government takes a U-Turn and throws Kwarteng under the bus, and US equities experience unusual volatility following hot CPI.
tim@emorningcoffee.com
Oct 15, 20226 min read
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Week Ended April 9th: "Back to the Future"
Update for this past week in equities, credit, and other assets. IMF projects growth, SPACs under pressure, bank earnings coming, etc.
tim@emorningcoffee.com
Apr 10, 20214 min read
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