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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 Dec 27, 2024: more of the same
It was a relatively quiet week with holidays right in the middle of the week for many countries. Equities were better, yields were higher.
tim@emorningcoffee.com
Dec 28, 20242 min read
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Week ended July 5, 2024: UK election and US jobs report
Labour wins overwhelming majority in UK Parliamentary election. US jobs report favourable for inflation. French election ahead.
tim@emorningcoffee.com
Jul 6, 20245 min read
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Week ended May 17, 2024: it was an "everything up" week
The week started with a short-lived meme frenzy, which fade quickly. Slightly weaker US data then took centre stage.
tim@emorningcoffee.com
May 18, 20246 min read
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Week ended April 26, 2024: Earnings feature
Risk markets bounced back this week, although yields on Treasuries moved higher. GOOG, META, MSFT and TSLA released earnings.
tim@emorningcoffee.com
Apr 27, 20248 min read
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Week ended March 22, 2023: It's an "everything rally" (nearly)
It was an "everything rally" last week, with several equity markets touching record highs. US Treasuries also rallied. Thanks central banks
tim@emorningcoffee.com
Mar 22, 20246 min read
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Week ended Dec 29, 2023: end of year (short) edition
We ended the year very much along the themes that drove 4Q23. Equities and government bonds were better bid across the board. 2024??
tim@emorningcoffee.com
Dec 30, 20233 min read
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Week ended Sept 29, 2023 (end of 3Q)
Dismal end to a dismal quarter, with stocks down and bonds getting hammered. US govt shutdown, US housing market and UST market worries.
tim@emorningcoffee.com
Sep 30, 20237 min read
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The Federal Reserve's balance sheet
The Federal Reserve is in the early stages of reducing its balance sheet, or quantitative tightening ("QT").
tim@emorningcoffee.com
Aug 23, 20226 min read
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FOREX
FOREX is in the news, especially as many think the USD has reached its peak and is at an inflection point. What drives FOREX? Read on.
tim@emorningcoffee.com
May 25, 20229 min read
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