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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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Week ended May 16, 2025: What caught my eye this week
President Trump has been in the Middle East this week with a contingent of US business leaders and his finance / economics team, cutting...

tim@emorningcoffee.com
May 158 min read
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Week ended April 11, 2025: Bonds speak the truth
We're up, we're down, we're all around! US stocks remain volatile but ended higher. Bonds are the "adult in the room" though.

tim@emorningcoffee.com
Apr 126 min read
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Week ended March 14, 2025: markets volatile (again)
The sell-off in global equities is getting more painful, as investors continue to shun risk and pile into safe haven assets. What makes...

tim@emorningcoffee.com
Mar 155 min read
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Week ended Feb 14, 2025: markets slightly better
Inflation continues to confound, although investors largely shook it off. Market volatility remains elevated but stocks better WoW.

tim@emorningcoffee.com
Feb 154 min read
19
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Week ended Jan 17, 2025: markets recover
Global equities staged a nice rally last week, and government bond yields fell in the US and UK. Oil, gold and Bitcoin were all higher.

tim@emorningcoffee.com
Jan 182 min read
22
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Week ended Dec 20, 2024: FOMC projections send markets lower
Confident that another stellar year for U.S. stocks was coming to a close, investors were jolted from their complacency when the Federal...

tim@emorningcoffee.com
Dec 21, 20245 min read
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Week ended Dec 13, 2024: markets slightly weaker
Bond yields ticked up after an in-line Nov CPI report, reminding investors the inflation battle is not over. Stocks were weaker.,

tim@emorningcoffee.com
Dec 14, 20246 min read
44
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Week ended Nov 22, 2024: NVDA earnings, US retailers
Equities were better in the US and Europe. UST yields were marginally changed. Gold and Bitcoin soared to record highs. The Dollar was up

tim@emorningcoffee.com
Nov 23, 20246 min read
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Midweek update: Apple, CPI/FOMC, GME
We have some US data coming that might matter today (CPI), but the FOMC will sit tight (also today). Discusses Apple's run and GameStop.

tim@emorningcoffee.com
Jun 12, 20247 min read
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