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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.

tim@emorningcoffee.com

Jan 22, 20227 min read

Week ended January 21st, 2022

This is a update of the 3rd week of 2022, another highly volatile and unsettling week covering global equities, govt bonds and other assets.

tim@emorningcoffee.com

Jan 9, 20225 min read

It was a shaky start to 2022, with both equities and bonds getting hammered as sentiment soured and the Fed's hawkish tilt gained momentum.

tim@emorningcoffee.com

Nov 27, 20217 min read

This week was all about Friday, as global equities were hammered after news of the new COVID variant. It was squarely risk-off in markets.

tim@emorningcoffee.com

Oct 16, 20213 min read

What a week! Equities bounce back with a vengeance as a combination of neural-to-good economic news and strong bank earnings are catalysts.

tim@emorningcoffee.com

Oct 9, 20214 min read

Weekly update, looking at the debt ceiling (can kicked down road), dismal Monday, mixed jobs report, UST (+UK/Eurozone govt bonds) hammered.

tim@emorningcoffee.com

May 29, 20214 min read

After a couple of weeks characterised by high volatility and slow starts / strong finishes, this past week was void of nearly as much drama.

tim@emorningcoffee.com

May 22, 20215 min read

Equities mixed, yields flattish, but the action was mainly in cryptocurrencies which got hammered last week. BTC down 40% off intraday high

tim@emorningcoffee.com

Apr 3, 20213 min read

The distractions of the tanker Ever Given blocking the Suez Canal and the forced liquidation of Archegos Capital Management gave way to

tim@emorningcoffee.com

Mar 20, 20215 min read

This was certainly another eventful week as markets were all over the place, at least from mid-week on. Aside from ongoing volatility in...

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