top of page
Home: Welcome
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.
Search
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
28
0
Week ended Dec 20, 2024: FOMC projections send markets lower
Confident that another stellar year for U.S. stocks was coming to a close, investors were jolted from their complacency when the Federal...
tim@emorningcoffee.com
Dec 21, 20245 min read
23
0
Week ended October 4, 2024: soft landing in sight
Risk remains asymmetrical to the downside, but a robust US jobs report cheered risk investors on Friday and sent UST yields sharply higher.
tim@emorningcoffee.com
Oct 5, 20245 min read
18
0
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
31
0
Week ended August 9, 2024: back where we started
It was a highly volatile week in bond and risk markets, which makes it hard to believe that we ended the week about where we started.
tim@emorningcoffee.com
Aug 10, 20245 min read
26
0
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
24
0
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
26
0
Week ended May 10, 2024: equities rise further
Equities better bid in a holiday-shortened week, one void of meaningful economic data and the last serious tranche of earnings.
tim@emorningcoffee.com
May 12, 20244 min read
30
0
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
28
0
Home: Blog2
bottom of page