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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
Apr 3, 20228 min read
Week ended April 1st 2022
Oil settles, inflation rages, Ukraine-Russia war drags on. The result? Equities rally, Treasuries get hammered. The yield curve inverts.
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tim@emorningcoffee.com
Mar 20, 20227 min read
Week ended March 18th 2022
There were no massive surprises this past week as the Fed and BoE did just as expected, and the war in Ukraine unfortunately ground on.
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tim@emorningcoffee.com
Feb 5, 20228 min read
Week ended February 4th 2022
Equities ended up thanks to GOOG and AMZN, and to a strong jobs report on Friday. The BoE raised its Bank Rate, and the ECB stood still.
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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.
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tim@emorningcoffee.com
Dec 11, 20217 min read
Week ended December 10th 2021
What a difference a few days make! We are solidly risk-on now, as conviction increased throughout the week. Equities had strong returns.
300
tim@emorningcoffee.com
Nov 19, 20216 min read
Week Ended November 19th, 2021
Weekly update for the past week, ended Nov 19th 2021. Bitcoin and oil were the big losers, with stocks mixed but showed modest gains.
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tim@emorningcoffee.com
Oct 30, 20218 min read
Week Ended October 29th, 2021
FAMAG/other corp earnings/news, US 3Q21 GDP, UK '22 budget, ECB rate decision, Biden fiscal plan, G20 / COP26 meetings..lots to move markets
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tim@emorningcoffee.com
Oct 22, 20216 min read
Week Ended October 22, 2021
This week did not have a lot of economic news, but a combination of earnings, the first Bitcoin ETF and two interesting SPACs featured.
250
tim@emorningcoffee.com
Oct 16, 20213 min read
Week Ended October 15th, 2021: Goldilocks is back!
What a week! Equities bounce back with a vengeance as a combination of neural-to-good economic news and strong bank earnings are catalysts.
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