Jerome Powell | E-Morning Coffee

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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

Dec 21, 20245 min read

Week ended Dec 20, 2024: FOMC projections send markets lower

Confident that another stellar year for U.S. stocks was coming to a close, investors were jolted from their complacency when the Federal...

tim@emorningcoffee.com

Nov 9, 20249 min read

Last week was mainly about the US election, which D Trump and the Republicans won in a landslide. The "Trump trade" was full on.

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

Apr 6, 20246 min read

Stocks and bonds declined last week, although stocks ended the week on a positive note after a strong US jobs report. Gold and oil higher.

tim@emorningcoffee.com

Mar 22, 20246 min read

It was an "everything rally" last week, with several equity markets touching record highs. US Treasuries also rallied. Thanks central banks

tim@emorningcoffee.com

Aug 26, 20236 min read

Rather uneventful week in markets although equities generally better and yields a touch wider. Focus was on Jackson Hole, NVDA and rates.

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

Mar 11, 20234 min read

In a week full of economic data and news, the take-over of Silicon Valley Bank by the FDIC spurred a risk-off attitude, with USTs gaining.

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