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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
5 days ago6 min read
Week ended Feb 28, 2025: investors are "risk off"
Market volatility is increasing due to erratic US government policies. Bonds, gold, and foreign stocks are the place to hide.
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tim@emorningcoffee.com
Apr 13, 20244 min read
Week ended April 12, 2024: "hot" US CPI data wrecks markets
US CPI data released Weds morning was the culprit, wrecking sentiment in equities and sending yields soaring. Gold and the Dollar stronger.
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tim@emorningcoffee.com
Jan 2, 202431 min read
Some investment "thoughts" to start off the new year
2023 was an amazing year for nearly all traditional asset classes around the world. Can this carry-on? This article covers my thoughts.
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tim@emorningcoffee.com
Jul 22, 20234 min read
Week ended July 21, 2023: TSLA and NFLX drive sentiment
It's fair to say that disappointing results from Netflix and Tesla stopped the market in its tracks, although UK CPI was better.
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tim@emorningcoffee.com
Jun 7, 20228 min read
2022 so far: not a year to remember for investors!
2022 has been an abysmal year for most indices and asset classes globally, with the exceptions being oil, gold and the FTSE 100. Now what?
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