tim@emorningcoffee.com
Week ended Sept 2nd 2022
August was a month of two halves, with unfortunately the second half being a reversal of fortune and a massive fade heading into Sept. Ugh!
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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
- 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
- Feb 28, 2022
- 4 min
Week ended February 25th, 2022
Russia's invasion of Ukraine moved front & centre, but once the invasion got underway, markets had what might be termed a relief rally.
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tim@emorningcoffee.com
- Feb 19, 2022
- 6 min
Week ended February 18th 2022
This week was dominated by geopolitical news around Ukraine and Russia. Uncertainty led to a flow out of risk assets and into safe havens.
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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!
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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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tim@emorningcoffee.com
- Aug 22, 2021
- 5 min
Week ended Aug 20th 2020: Saved by Friday!
Equity markets were rescued from what would have been a dismal week by Friday's rally in US stocks. Concerns include Delta, China, tapering
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