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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
Dec 5, 20208 min read
Week Ended Dec 4th and the Week Ahead
Can this one directional market go on forever? Probably not, but what’s to stop it?
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tim@emorningcoffee.com
Nov 28, 20207 min read
Week Ended Nov 27th 2020 and the Week Ahead
Maybe it’s the time of year, or maybe it’s just a sneaking suspicion that things aren’t nearly as good as some investors think.
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tim@emorningcoffee.com
Nov 21, 20209 min read
Week Ended Nov 20th 2020 and the Week Ahead
Strange how the trajectory of bitcoin looks a bit like that of Tesla
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tim@emorningcoffee.com
Nov 14, 20208 min read
Week Ended Nov 13th 2020 and the Week Ahead
The Week Ahead This week is likely to see the ongoing tussle between the two camps currently driving sentiment in the markets – those...
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tim@emorningcoffee.com
Nov 7, 20208 min read
Week Ended Nov 6th 2020 and the Week Ahead
The Week Ahead The main focal point in the coming week is a resolution of the open results of the US election, with most focus on the...
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tim@emorningcoffee.com
Oct 31, 20208 min read
Week Ended Oct 30th and the Week Ahead
This week will have one major focal point, and that is the US Presidential election on Tuesday.
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tim@emorningcoffee.com
Oct 24, 20207 min read
Week Ended Oct 23rd and the Week Ahead
Perhaps the one defining feature in markets for the week was the sharp sell-off in US Treasuries, which abated slightly on Friday.
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tim@emorningcoffee.com
Oct 17, 20208 min read
Week Ended October 16th and the Week Ahead
No sooner had I said “capitulation” (see last week’s update) than reality crept in on Tuesday and global equity and credit markets struggled
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tim@emorningcoffee.com
Oct 10, 20208 min read
Week Ended Oct 9th and the Week Ahead
FOMO is carrying the day as we settle back into a momentum-driven market.
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