#POTUS

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.

tim@emorningcoffee.com

Jul 12, 20206 min read

Week Ended July 10th and the Week Ahead

Equity markets were slightly more subdued last week, but not in the U.S., where the S&P 500 notched another weekly gain of 1.8%.

tim@emorningcoffee.com

Jun 28, 20208 min read

Equity and credit indices weakened, with Friday being particularly harsh. Safe haven assets rallied. Oil weakened. Growth revised down.

tim@emorningcoffee.com

Jun 8, 20207 min read

Equities, credit and oil are continued up last week, and safe haven assets fell. It's risk on, as economic stimulus improves the outlook.

tim@emorningcoffee.com

Jun 1, 20207 min read

Global equity and credit markets continue their march upwards; haven assets flattish; oil up; earnings and economic news in line; CV19 updat

tim@emorningcoffee.com

May 14, 20202 min read

This is a look at #S&P500 volumes YtD. It addresses the sudden increase in volumes as the market seems increasingly fragile.

tim@emorningcoffee.com

Mar 2, 20207 min read

Last week was ugly in the global markets. Earnings season has nearly ended, Joe Biden has new life, and governments act against COVAD.

tim@emorningcoffee.com

Feb 3, 20205 min read

The Markets: Equity markets fell globally last week, in spite of some fairly decent earnings reports (see last section). Risk-off assets...

tim@emorningcoffee.com

Jan 22, 20204 min read

If you want to watch President Trump’s keynote speech form yesterday morning at Davos, watch it here. And before I recap, rest assured...

tim@emorningcoffee.com

Jan 21, 20203 min read

The main focus for the remainder of this week as far as the global financial markets are the annual meeting of The World Economic Forum...

Home: Blog2