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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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Week ended May 10, 2024: equities rise further
Equities better bid in a holiday-shortened week, one void of meaningful economic data and the last serious tranche of earnings.
tim@emorningcoffee.com
May 12, 20244 min read
Corporate bonds: why you should care about this market
This is a primer on corporate bonds, investment grade & high yield. It also discusses the pandemic and its effect on the corp bond market.
tim@emorningcoffee.com
Feb 8, 202218 min read
Week Ended November 26th, 2021
This week was all about Friday, as global equities were hammered after news of the new COVID variant. It was squarely risk-off in markets.
tim@emorningcoffee.com
Nov 27, 20217 min read
Week Ended July 23, 2021: "Buy the Dip"
Week ended July 23 2021. After a dismal start on Monday, investors put aside economic and pandemic concerns as S&P 500 earnings were strong
tim@emorningcoffee.com
Jul 24, 20214 min read
Inflation: Transient or Persistent, Lessons from the 1970s
This 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.com
May 26, 202110 min read
The Next Round of Fiscal Stimulus (US)
A $1.9 trillion third mega-round of fiscal stimulus in the US is pending, and it will have long-term and far-reaching economic effects.
tim@emorningcoffee.com
Feb 26, 202114 min read
30,000 / 19,000 /12,000: Go baby go!
What could possibly go wrong? I guess that’s what bothers me most because we seem to be out of good news.
tim@emorningcoffee.com
Nov 25, 20202 min read
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