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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 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
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Week ended March 8, 2024: politics dominate landscape
Equities were mixed, UST yields were tighter across the curve. Politics garnered most attention this week, plus an ECB decision.
tim@emorningcoffee.com
Mar 8, 20247 min read
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Week ended May 12, 2023
[GO STRAIGHT TO THE TABLES] MARKETS SUMMARY Stocks didn’t do much week-over-week although the general trend was down. Japanese equities...
tim@emorningcoffee.com
May 13, 20234 min read
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Week Ended May 14th: Volatility, Inflation back in Focus
Volatile and inflation were back in focus, as markets wobbled this past week. Read more in "Week Ended May 14th".
tim@emorningcoffee.com
May 15, 20215 min read
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Shorts and GameStop
There is a growing crescendo of stories in the financial press these days regarding short sellers, and the role that short sellers play in t
tim@emorningcoffee.com
Jan 27, 202111 min read
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Week Ended Sept 4th 2020 and the Week Ahead
Valuations remain ridiculously high in equities and the disconnect between global economies and financial markets remains distorted.
tim@emorningcoffee.com
Sep 6, 20209 min read
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