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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

OPEC+ is at it again

This past weekend, OPEC+ jumped back into action to address falling oil prices by curtailing supply. In fact, as we now have learned, it...

tim@emorningcoffee.com

Week ended June 2, 2023

Debt 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.com

Week 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.com

My 2023 year-end guesses

The Street pros provide year-end 2023 projections for stocks and bonds, so why not EMC? Here are my guesstimates and rationales.

tim@emorningcoffee.com

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.

tim@emorningcoffee.com

Windfall taxes are a stupid idea

Windfall taxes are economically stupid, which might be why politicians seem to like the idea so much. Banks and energy companies are at risk

tim@emorningcoffee.com

Revisiting Saudi Aramco

Saudi Aramco did a much-watched IPO in Dec 2019. This article looks at the performance of the shares since the IPO (and other IOCs).

tim@emorningcoffee.com

2022 so far: not a year to remember for investors!

2022 has been an abysmal year for most indices and asset classes globally, with the exceptions being oil, gold and the FTSE 100. Now what?

tim@emorningcoffee.com

Oil update: prices skyrocket

With oil approaching $100/bbl, it is hard to imagine that demand and supply were so out of line in April 2020 that oil prices went negative!

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