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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 July 19, 2024: stocks and bonds sell off
Markets were jittery much of the week, with the rotation out of tech continuing in the US. US Treasuries were also under pressure.

tim@emorningcoffee.com
Jul 20, 20244 min read
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Week ended July 12, 2024: stocks and bonds rip
Stocks rip and bonds rip. Small cap stocks did the best in the States while tech floundered. US CPI cooler than expected. UK growth better

tim@emorningcoffee.com
Jul 13, 20246 min read
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Week Ended November 19th, 2021
Weekly update for the past week, ended Nov 19th 2021. Bitcoin and oil were the big losers, with stocks mixed but showed modest gains.

tim@emorningcoffee.com
Nov 20, 20216 min read
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Week Ended November 5th, 2021
The Fed and BoE play along, with their dovish policies pushing USTs and Gilt prices higher and causing global equities to rock!

tim@emorningcoffee.com
Nov 6, 20216 min read
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Volatility Settles, Asset Markets Steady but Better: Week Ended May 28th
After a couple of weeks characterised by high volatility and slow starts / strong finishes, this past week was void of nearly as much drama.

tim@emorningcoffee.com
May 29, 20214 min read
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Week Ended April 30 and the Week Ahead
This week was mainly about earnings as 180 of the S&P 500 companies reported their quarterly results. In summary, earnings were solid.

tim@emorningcoffee.com
May 1, 20214 min read
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Infrastructure and the American Jobs Plan
The American Jobs Plan proposed by the Biden Administration is an effort to remedy the significant underinvestment in US infrastructure.

tim@emorningcoffee.com
Apr 30, 202111 min read
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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
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