#equitymarkets

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

May 18, 20209 min read

Week Ended May 15th 2020 and the Week Ahead

Equity market indices down last week, economic data continues to be bad, safe haven assets rallied, HY spreads widened, oil higher

tim@emorningcoffee.com

May 9, 20206 min read

Last Week and the Week Ahead (May 11-15)

The U.S. posted its worst non-farm payrolls and unemployment figures since the Great Depression.

tim@emorningcoffee.com

Dec 12, 20192 min read

Saudi Aramco: Long May the Fantasy Continue

Saudi Aramco has traded up two straight days, vindicating – at least inside the closed world of KSR - that the company is certainly worth...

Home: Blog2