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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 9, 2025: Trump says "buy stocks" (again)
Markets continued to stabilise this week, at least as far as risk assets including global equities and BTC. Other assets moved sideways.
tim@emorningcoffee.com
May 86 min read
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Week ended April 25, 2025: earnings, whining and wining
This is the early edition of the weekly, covering earnings (TSLA and GOOG), Trump capitulation (again) and 2024 en primeur Bordeaux campaign
tim@emorningcoffee.com
Apr 258 min read
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Week ended April 18, 2025
There will be no "Fed put" according to Mr Powell, which rattled markets and evoked a response from Mr Trump. US equities slumped again.
tim@emorningcoffee.com
Apr 195 min read
22
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Week ended March 21, 2025: US stocks eke out gains
Most focus this week was on the FOMC decision, which was initially viewed as slightly dovish before reality sat in. Markets were mixed.
tim@emorningcoffee.com
Mar 225 min read
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Week ended Feb 21, 2025: stocks slip and bonds improve
For investors, it is not easy staying focused these days on the substantive economic and business data that matter for your portfolio....
tim@emorningcoffee.com
Feb 216 min read
28
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Week ended Jan 31, 2025: earnings and central bank decisions dominate
The week started and ended poorly for US stocks, delivering losses for the week. European stocks have been the best performers YtD.
tim@emorningcoffee.com
Feb 15 min read
17
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Will the US dollar remain the global reserve currency?
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
Mar 17, 20228 min read
486
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FOMO, TINA, YOLO and the Fed
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
Nov 23, 20214 min read
498
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Is the bond market doing the Fed's dirty work?
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?
tim@emorningcoffee.com
Oct 20, 20215 min read
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