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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 August 23, 2024: Fed "pencils in" first rate reduction
A confluence of economic data, punctuated by a speech by Fed Chair Powell on Friday in Jackson Hole, suggests rate cuts are coming soon.
tim@emorningcoffee.com
Aug 24, 20243 min read
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Week ended Aug 16, 2024: "everything up" week!
It was an "everything up" week, with global equities, US Treasuries, corporate bonds and gold all registering gains. Happy summer!
tim@emorningcoffee.com
Aug 17, 20244 min read
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Week ended Aug 2, 2024 (and emails during week to subs)
Last week was brilliant for UST investors in duration, and horrible for investors in global equities. Culprits: Mag & and US economic data.
tim@emorningcoffee.com
Aug 3, 202411 min read
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Week ended July 26, 2024: mixed week, earnings and data
Markets mixed, with FTSE 100 leading the charge and Nikkei 225 getting hammered. Tech bellwethers set tone, economic data mixed.
tim@emorningcoffee.com
Jul 27, 20245 min read
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Week ended May 3, 2024
Earnings and economic data were all relatively to the liking of equity and bond investors alike, providing a boost for assets last week.
tim@emorningcoffee.com
May 4, 20245 min read
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Wrong (so far)....but the Street has been, too
Seven months into the year, many of my Y/E forecasts for indices and other assets look like they will be wrong. I am in good company!
tim@emorningcoffee.com
Aug 2, 20234 min read
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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.
tim@emorningcoffee.com
Jan 5, 20233 min read
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WEEKLY: Damn glad that's over!
It was a holiday shortened, rather lacklustre week in markets. Good that 2022 is over. FY returns were poor across equities and bonds.
tim@emorningcoffee.com
Dec 31, 20223 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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