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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.

tim@emorningcoffee.com

Dec 14, 20246 min read

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

Nov 23, 20246 min read

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

Oct 26, 20245 min read

Both equity and bond markets lost ground last week, although Chinese stocks were positive as well the NASDAQ following TSLA earnings.

tim@emorningcoffee.com

Sep 21, 20247 min read

Last week was mainly about a trifecta of central bank decisions, with most attention focused on the Fed. The Fed Funds rate was reduced .50%

tim@emorningcoffee.com

Sep 14, 20246 min read

It was one of those weeks that if you didn't chalk up portfolio gains, it would be difficult to figure out why. Bonds and stocks rallied.

tim@emorningcoffee.com

Aug 24, 20243 min read

A confluence of economic data, punctuated by a speech by Fed Chair Powell on Friday in Jackson Hole, suggests rate cuts are coming soon.

tim@emorningcoffee.com

Mar 17, 20228 min read

It is fashionable to espouse the end of the US dollar as the leading global reserve currency, but this will not occur anytime soon.

tim@emorningcoffee.com

Nov 23, 20214 min read

Don't look to fundamentals to explain equity prices today – look to attitudes embedded in acronyms. And don't forget the super-easy Fed!

tim@emorningcoffee.com

Oct 20, 20215 min read

The bond market looks to be doing the Fed's dirty work, sending short term yields to post-pandemic highs. Is the Fed being too methodical?

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