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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

Jan 813 min read

American Exceptionalism

Better late than never, in that this article is about my views on American exceptionalism, both economically and as far as US stocks.

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

Feb 3, 20246 min read

Last week dominated by five "Mag 7" companies that reported earnings (mixed bag), Fed and BoE monetary policy meetings, and economic data.

tim@emorningcoffee.com

Jun 24, 20235 min read

Central banks, one after another, are raising rates to try to tame persistent inflation, but it's not working fast enough. Equities tanked.

tim@emorningcoffee.com

Jun 18, 20237 min read

Fed pauses, ECB races ahead, BoJ stays loose; BoE poised to raise rates again this week. Dollar slumps, global equities power ahead,

tim@emorningcoffee.com

Jun 10, 20235 min read

Markets were not overly inspiring this week even as volatility continued to decline. Japanese and small-cap US stocks were the big winners.

tim@emorningcoffee.com

Feb 5, 20234 min read

Until the end of the week, the data and earnings were saying one thing and investors were hearing another. Markets decent though till Fri.

tim@emorningcoffee.com

Jan 28, 20234 min read

We are going "to the moon" across risk assets of all types. Can this continue? I'm not convinced but it's been a great start to 2023!

tim@emorningcoffee.com

Dec 3, 20225 min read

The good news is that Nov was a terrific and positive month for stocks and bonds. The bad news is inflation won't go away. Read on....

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