corporate bonds | E-Morning Coffee

Home: Welcome

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.

tim@emorningcoffee.com

Feb 85 min read

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

Jan 227 min read

This article contains an update of my 2024 portfolio performance. My returns were decent but not as good as they should have been.

tim@emorningcoffee.com

Jan 31 min read

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

Oct 26, 20234 min read

The 3Q23 was not good for stocks and bonds, reflected in the returns in my own portfolio. But returns YtD have been decent enough.

tim@emorningcoffee.com

Aug 2, 20234 min read

Seven months into the year, many of my Y/E forecasts for indices and other assets look like they will be wrong. I am in good company!

tim@emorningcoffee.com

Feb 23, 20237 min read

Since I write a lot about markets and macroeconomic topics, it is only fair that I talk about my own investment portfolio.

tim@emorningcoffee.com

Jan 5, 20233 min read

The Street pros provide year-end 2023 projections for stocks and bonds, so why not EMC? Here are my guesstimates and rationales.

tim@emorningcoffee.com

Jun 7, 20228 min read

2022 has been an abysmal year for most indices and asset classes globally, with the exceptions being oil, gold and the FTSE 100. Now what?

tim@emorningcoffee.com

Feb 8, 202218 min read

This is a primer on corporate bonds, investment grade & high yield. It also discusses the pandemic and its effect on the corp bond market.

Home: Blog2