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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

Oct 21, 20235 min read

Week ended October 20, 2023: yields spike

Yields spiked this week, one of several factors leading to a decisive risk-off feeling as equities tanked and gold roared forward.

tim@emorningcoffee.com

Aug 6, 20234 min read

[GO STRAIGHT TO THE TABLES] We’re now into August, a normally lower-volume month, and often not the best month for equities. The table...

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 3, 20234 min read

Debt ceiling done as attention turns to the Fed's next move. US jobs data continues to suggest resiliency, and equities are liking it.

tim@emorningcoffee.com

Apr 22, 20234 min read

Week ended April 21, 2023 [GO STRAIGHT TO THE TABLES] THINGS THAT CAUGHT MY EYE THIS WEEK U.K. economic data and consumer confidence The...

tim@emorningcoffee.com

Apr 15, 20234 min read

Bank earnings better-than-expected, inflation slowing Stateside. Investors mixed, with equities higher and bond prices lower. Credit stable

tim@emorningcoffee.com

Apr 1, 20235 min read

Risk markets ended a solid first quarter, as stocks and bonds rallied. The wind feels as if it is at our back as risk assets power forward.

tim@emorningcoffee.com

Mar 18, 20235 min read

Bank concerns continue even as solutions were put forth for First Republic and CS. NASDAQ and Bitcoin rally, other markets signal risk off

tim@emorningcoffee.com

Feb 25, 20234 min read

Inflation data weighed on markets again this week, with the S&P 500 declining for the 3rd consecutive week and UST yields pushing higher.

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