tim@emorningcoffee.com
Week ended Dec 8, 2023: eyes on central bank policy meetings
It was a week of mixed economic news in the US, with a strong labor market clobbering the short end of the UST curve. Equities didn't care.
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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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tim@emorningcoffee.com
- Dec 2
- 8 min
Week ended Dec 1, 2023: all systems go (for now)
There was enough sad news this week, but it certainly didn’t make a dent in sentiment as stocks and bonds continue to rally hard.
390
tim@emorningcoffee.com
- Nov 4
- 6 min
Week ended Nov 3, 2023: stocks and bonds rally hard
Stocks and bonds were on fire this week, a rare occurrence recently. "Bad news is good news" resonated as data showed a slowing US economy
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tim@emorningcoffee.com
- Jul 1
- 6 min
Week ended June 30, 2023: Equity markets on fire!
It was a scorching end to a fantastic first half of 2023, if you are long equities. Less so perhaps if you are long bonds. And Apple!!
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tim@emorningcoffee.com
- Jun 18
- 7 min
Week ended June 16, 2023: Risk-rally broadening
Fed pauses, ECB races ahead, BoJ stays loose; BoE poised to raise rates again this week. Dollar slumps, global equities power ahead,
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tim@emorningcoffee.com
- Jun 10
- 5 min
Week ended June 9, 2023: Canadian haze
Markets were not overly inspiring this week even as volatility continued to decline. Japanese and small-cap US stocks were the big winners.
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tim@emorningcoffee.com
- Mar 17, 2022
- 8 min
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.
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tim@emorningcoffee.com
- Nov 23, 2021
- 4 min
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!
4388
tim@emorningcoffee.com
- Oct 20, 2021
- 5 min
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?
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