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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.

Week ended Feb 14, 2025: markets slightly better

Inflation continues to confound, although investors largely shook it off. Market volatility remains elevated but stocks better WoW.

tim@emorningcoffee.com

Feb 14, 20254 min read

Last week was the second week running that the start of the week was characterised by turmoil, this time caused by tariff threats. Mr...

tim@emorningcoffee.com

Feb 8, 20255 min read

This article contains an update of my 2024 portfolio performance. My returns were decent but not as good as they should have been.

tim@emorningcoffee.com

Jan 22, 20257 min read

We start 2025 with a mixed picture, not surprising in that the new year consisted of a holiday week. Friday was better in US stocks.

tim@emorningcoffee.com

Jan 5, 20252 min read

Confident that another stellar year for U.S. stocks was coming to a close, investors were jolted from their complacency when the Federal...

tim@emorningcoffee.com

Dec 21, 20245 min read

Stocks reached more record highs in the US, but Asian and European stocks outperformed. UST yields slightly lower. Bitcoin soars to record

tim@emorningcoffee.com

Dec 7, 20247 min read

CPI slightly hotter than expected, and earnings off to a good start. Yields continue to back up, US stocks at record high close.

tim@emorningcoffee.com

Oct 12, 20245 min read

Risk remains asymmetrical to the downside, but a robust US jobs report cheered risk investors on Friday and sent UST yields sharply higher.

tim@emorningcoffee.com

Oct 5, 20245 min read

Last week was mainly about a trifecta of central bank decisions, with most attention focused on the Fed. The Fed Funds rate was reduced .50%

tim@emorningcoffee.com

Sep 21, 20247 min read

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