tim@emorningcoffee.com
Week ended Sept 20, 2024: central bank decisions feature
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%
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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
Aug 243 min
Week ended August 23, 2024: Fed "pencils in" first rate reduction
A confluence of economic data, punctuated by a speech by Fed Chair Powell on Friday in Jackson Hole, suggests rate cuts are coming soon.
200
tim@emorningcoffee.com
Aug 174 min
Week ended Aug 16, 2024: "everything up" week!
It was an "everything up" week, with global equities, US Treasuries, corporate bonds and gold all registering gains. Happy summer!
310
tim@emorningcoffee.com
Mar 13, 202312 min
The end of Silicon Valley Bank
Silicon Valley Bank went from fine to dead in less than 48 hours. Why and how? Could it have been prevented? What now?
2020
tim@emorningcoffee.com
Aug 23, 20226 min
The Federal Reserve's balance sheet
The Federal Reserve is in the early stages of reducing its balance sheet, or quantitative tightening ("QT").
2260
tim@emorningcoffee.com
May 10, 202214 min
The Federal Reserve and the Decade of 2010-2020
The decade 2010-20 involved a very hands-on approach by the Fed to steer the US economy out of a deep recession. What lessons can be learnt
1840
tim@emorningcoffee.com
Mar 17, 20228 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.
4664
tim@emorningcoffee.com
Oct 20, 20215 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?
1132
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