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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 August 22, 2025: Powell signals dovish tilt
After drifting lower much of the week, US stocks and bonds got a significant uplift on Friday from Fed Chairman Powell's comments at the Jackson Hole Economic Symposium.

tim@emorningcoffee.com
Aug 23, 20253 min read
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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
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Week ended May 3, 2024
Earnings and economic data were all relatively to the liking of equity and bond investors alike, providing a boost for assets last week.

tim@emorningcoffee.com
May 4, 20245 min read
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Week ended Dec 15, 2023: Fed serves up a cream puff
The Fed breaks ranks for some reason and suggests a nearer-than-expected pivot which sent stocks and bonds soaring.

tim@emorningcoffee.com
Dec 16, 20237 min read
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Week ended Nov 17, 2023: stocks and bonds rally
Stocks and bonds rallied hard this week, with stocks first getting a boost from better-than-expected earnings, and then by disinflation data

tim@emorningcoffee.com
Nov 18, 20238 min read
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