tim@emorningcoffee.com
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.
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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 17
- 4 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!
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tim@emorningcoffee.com
- Jun 12
- 7 min
Midweek update: Apple, CPI/FOMC, GME
We have some US data coming that might matter today (CPI), but the FOMC will sit tight (also today). Discusses Apple's run and GameStop.
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tim@emorningcoffee.com
- Dec 31, 2022
- 3 min
WEEKLY: Damn glad that's over!
It was a holiday shortened, rather lacklustre week in markets. Good that 2022 is over. FY returns were poor across equities and bonds.
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tim@emorningcoffee.com
- Aug 23, 2022
- 6 min
The Federal Reserve's balance sheet
The Federal Reserve is in the early stages of reducing its balance sheet, or quantitative tightening ("QT").
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tim@emorningcoffee.com
- May 10, 2022
- 14 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
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tim@emorningcoffee.com
- Nov 23, 2021
- 4 min
FOMO, TINA, YOLO and the Fed
Don't look to fundamentals to explain equity prices today – look to attitudes embedded in acronyms. And don't forget the super-easy Fed!
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tim@emorningcoffee.com
- Oct 8, 2021
- 4 min
About that transitory inflation........
I continue to believe that inflation will be transitory, but supply-push inflation will cause inflation to be higher longer.
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