tim@emorningcoffee.com5 days ago4 minWeek ended June 2, 2023Debt 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.comMay 134 minWeek ended May 12, 2023[GO STRAIGHT TO THE TABLES] MARKETS SUMMARY Stocks didn’t do much week-over-week although the general trend was down. Japanese equities...
tim@emorningcoffee.comMay 65 minWeek ended May 5, 2023: Now what?Mixed data week but generally suggesting resilient US jobs market. Fed and ECB hike, Apple delivers the goods. Equities slightly weaker.
tim@emorningcoffee.comDec 31, 20223 minWEEKLY: 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.
tim@emorningcoffee.comAug 23, 20226 minThe Federal Reserve's balance sheetThe Federal Reserve is in the early stages of reducing its balance sheet, or quantitative tightening ("QT").
tim@emorningcoffee.comMay 25, 20229 minFOREXFOREX 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.comMay 10, 202214 minThe Federal Reserve and the Decade of 2010-2020The 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.comNov 23, 20214 minFOMO, TINA, YOLO and the FedDon'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.comOct 8, 20214 minAbout that transitory inflation........I continue to believe that inflation will be transitory, but supply-push inflation will cause inflation to be higher longer.