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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.

American Exceptionalism

Better late than never, in that this article is about my views on American exceptionalism, both economically and as far as US stocks.

tim@emorningcoffee.com

Jan 813 min read

It was a relatively quiet week with holidays right in the middle of the week for many countries. Equities were better, yields were higher.

tim@emorningcoffee.com

Dec 28, 20242 min read

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.

tim@emorningcoffee.com

Jun 12, 20247 min read

It was a holiday shortened, rather lacklustre week in markets. Good that 2022 is over. FY returns were poor across equities and bonds.

tim@emorningcoffee.com

Dec 31, 20223 min read

The Federal Reserve is in the early stages of reducing its balance sheet, or quantitative tightening ("QT").

tim@emorningcoffee.com

Aug 23, 20226 min read

FOREX is in the news, especially as many think the USD has reached its peak and is at an inflection point. What drives FOREX? Read on.

tim@emorningcoffee.com

May 25, 20229 min read

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

tim@emorningcoffee.com

May 10, 202214 min read

Don't look to fundamentals to explain equity prices today – look to attitudes embedded in acronyms. And don't forget the super-easy Fed!

tim@emorningcoffee.com

Nov 23, 20214 min read

I continue to believe that inflation will be transitory, but supply-push inflation will cause inflation to be higher longer.

tim@emorningcoffee.com

Oct 8, 20214 min read

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