tim@emorningcoffee.comDec 18, 20217 minWeek ended December 17th, 2021Focus 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.comDec 11, 20217 minWeek ended December 10th 2021What a difference a few days make! We are solidly risk-on now, as conviction increased throughout the week. Equities had strong returns.
tim@emorningcoffee.comNov 30, 202110 minThree books worth readingOne 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.comNov 6, 20216 minWeek Ended November 5th, 2021The Fed and BoE play along, with their dovish policies pushing USTs and Gilt prices higher and causing global equities to rock!
tim@emorningcoffee.comSep 23, 20213 minFOMC and Chairman Powell Press Conference: “Much ado about nothing”The Federal Reserve released the minutes from its FOMC meeting Sept 21-22 on Wednesday afternoon. The press release is here. Should you...
tim@emorningcoffee.comAug 28, 20213 minWeek Ended Aug 27th, 2021:Fed strikes dovish toneThis week investors were mainly focused on the Fed's message at the economic symposium in Jackson Hole. It was perfect, dovish for assets
tim@emorningcoffee.comMay 26, 202110 minInflation: Transient or Persistent, Lessons from the 1970sThis 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.comMar 20, 20215 minWeek Ended March 19th and the Week AheadThis was certainly another eventful week as markets were all over the place, at least from mid-week on. Aside from ongoing volatility in...