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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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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.
tim@emorningcoffee.com
Feb 19, 20226 min read
Week ended December 31, 2021
This is the year-end weekly update, and what a year it was! Nearly everything worked as far as risk assets. But what does 2022 bestow?
tim@emorningcoffee.com
Jan 1, 20225 min read
Week ended December 17th, 2021
Focus this past week was on four of the world's major central banks, which provided the latest glimpse into the path of monetary policy.
tim@emorningcoffee.com
Dec 18, 20217 min read
Three books worth reading
One of the many things that I have enjoyed doing since I left the grind of working at large financial institutions is reading things...
tim@emorningcoffee.com
Nov 30, 202110 min read
Week Ended October 29th, 2021
FAMAG/other corp earnings/news, US 3Q21 GDP, UK '22 budget, ECB rate decision, Biden fiscal plan, G20 / COP26 meetings..lots to move markets
tim@emorningcoffee.com
Oct 30, 20218 min read
Inflation: Transient or Persistent, Lessons from the 1970s
This is about inflation - will it prove to be transitory (Fed's view) or persistent? I feel the former, but fear the medicine it will take
tim@emorningcoffee.com
May 26, 202110 min read
Inflation
The purpose of this article is to provide you with a basic understanding of inflation – what it is, why it can derail a stable economy, and
tim@emorningcoffee.com
Feb 4, 202123 min read
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