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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 Dec 6, 2024: risk markets and USTs better, Bitcoin soars to record
Stocks reached more record highs in the US, but Asian and European stocks outperformed. UST yields slightly lower. Bitcoin soars to record
tim@emorningcoffee.com
Dec 7, 20247 min read
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Does the "Trump rally" have legs?
Some stocks that clearly "track" President-elect Trump's varied campaign promises have rallied hard, including TSLA, BTC, COIN and KRE.
tim@emorningcoffee.com
Nov 12, 20245 min read
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WEEKLY: Fed “talking heads” pour cold water on rally
The week could have been worse thanks to the talking heads from the Fed, but Friday saved the day. Yield curve steepens, oil prices plummet
tim@emorningcoffee.com
Nov 19, 20226 min read
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WEEKLY: US CPI and midterms push markets higher
FTX goes bust, US CPI suggests possible Fed pivot, and US midterms lead to the end of Dem progressive legislation. Equities & bonds rally.
tim@emorningcoffee.com
Nov 12, 20226 min read
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Week Ended Sept 30th, 2022
The week, month and quarter was simply a disaster for both equity and bond investors globally, there was simply nowhere to hide except cash.
tim@emorningcoffee.com
Oct 1, 20226 min read
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Week ended Sept 23rd 2022
It was a horrific week brought on by central banks doing exactly what they said they were going to do. Reality is setting in and its painful
tim@emorningcoffee.com
Sep 24, 20227 min read
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Week ended Sept 9, 2022
The Labor Day holiday in the US on Monday and the Queen's death on Thursday framed the week, with risk assets rallying strongly on Friday.
tim@emorningcoffee.com
Sep 10, 20227 min read
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Is the Crypto winter over?
BTC and its brethren have bounced back from early July lows, but is this edition of a crypto winter over? I take a look in this article.
tim@emorningcoffee.com
Jul 20, 202211 min read
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2022 so far: not a year to remember for investors!
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
Jun 7, 20228 min read
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