tim@emorningcoffee.com
Week ended Sept 8 2023: stocks and bonds sag (again)
Stocks and bonds sagged again this week, as overall sentiment remains fragile. Apple and corporate bond supply might have been culprits too
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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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tim@emorningcoffee.com
- Aug 30
- 9 min
Social Security: crash and burn?
The US Social Security trust fund is expected to be depleted by 2033/4. Why, and what does this mean for me? How does Soc Security work?
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tim@emorningcoffee.com
- Apr 24
- 7 min
The US debt ceiling debacle
The debt ceiling is front & centre as the date the US Treasury runs out of cash is drawing dangerously near. Here's my two cents, enjoy!
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tim@emorningcoffee.com
- Apr 22
- 4 min
Going nowhere fast: week ended April 21, 2023
Week ended April 21, 2023 [GO STRAIGHT TO THE TABLES] THINGS THAT CAUGHT MY EYE THIS WEEK U.K. economic data and consumer confidence The...
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tim@emorningcoffee.com
- Apr 8
- 4 min
Week ended April 7, 2023
It was a holiday shortened week devoid of direction, with economic data providing a mixed picture. Oil, gold higher. Equities weaker.
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tim@emorningcoffee.com
- Apr 1
- 5 min
Week ended March 31, 2023
Risk markets ended a solid first quarter, as stocks and bonds rallied. The wind feels as if it is at our back as risk assets power forward.
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tim@emorningcoffee.com
- Jan 5
- 3 min
My 2023 year-end guesses
The Street pros provide year-end 2023 projections for stocks and bonds, so why not EMC? Here are my guesstimates and rationales.
880
tim@emorningcoffee.com
- Jun 7, 2022
- 8 min
2022 so far: not a year to remember for investors!
2022 has been an abysmal year for most indices and asset classes globally, with the exceptions being oil, gold and the FTSE 100. Now what?
780
tim@emorningcoffee.com
- Oct 20, 2021
- 5 min
Is the bond market doing the Fed's dirty work?
The bond market looks to be doing the Fed's dirty work, sending short term yields to post-pandemic highs. Is the Fed being too methodical?
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