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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.

tim@emorningcoffee.com

Sep 23, 20213 min read

FOMC and Chairman Powell Press Conference: “Much ado about nothing”

The Federal Reserve released the minutes from its FOMC meeting Sept 21-22 on Wednesday afternoon. The press release is here. Should you...

tim@emorningcoffee.com

Aug 28, 20213 min read

Week Ended Aug 27th, 2021:Fed strikes dovish tone

This week investors were mainly focused on the Fed's message at the economic symposium in Jackson Hole. It was perfect, dovish for assets

tim@emorningcoffee.com

Aug 22, 20215 min read

Week ended Aug 20th 2020: Saved by Friday!

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

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