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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 Jan 10, 2025: markets under pressure

Stock and bond markets felt fragile all week. The US Dec jobs report caused investments to gap down in price to end a difficult week.

tim@emorningcoffee.com

Jan 11, 20255 min read

Better late than never, in that this article is about my views on American exceptionalism, both economically and as far as US stocks.

tim@emorningcoffee.com

Jan 8, 202513 min read

US stocks and bonds soar. Yields were lower across the maturity curve. Gold, the US Dollar and oil fell, and the Yen strengthened.

tim@emorningcoffee.com

Nov 30, 20243 min read

Yields spiked this week, one of several factors leading to a decisive risk-off feeling as equities tanked and gold roared forward.

tim@emorningcoffee.com

Oct 21, 20235 min read

It was a holiday shortened week devoid of direction, with economic data providing a mixed picture. Oil, gold higher. Equities weaker.

tim@emorningcoffee.com

Apr 8, 20234 min read

Stocks and bonds are much better on the week, continuing a nice run in the 4Q22. The rally is broadening and orderly. Too much, too fast?

tim@emorningcoffee.com

Nov 26, 20224 min read

Equity markets were rescued from what would have been a dismal week by Friday's rally in US stocks. Concerns include Delta, China, tapering

tim@emorningcoffee.com

Aug 22, 20215 min read

Why are equities at historically high levels less than 1.5 years following a pandemic unlike anything experienced in 100 years?

tim@emorningcoffee.com

Jul 27, 20218 min read

Weekly update from E-MorningCoffee covering financial markets and macroeconomic events of the past week.

tim@emorningcoffee.com

Jun 5, 20215 min read

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