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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 30, 202111 min read
Infrastructure and the American Jobs Plan
The American Jobs Plan proposed by the Biden Administration is an effort to remedy the significant underinvestment in US infrastructure.
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tim@emorningcoffee.com
Apr 10, 20214 min read
Week Ended April 9th: "Back to the Future"
Update for this past week in equities, credit, and other assets. IMF projects growth, SPACs under pressure, bank earnings coming, etc.
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tim@emorningcoffee.com
Apr 3, 20213 min read
Week Ended April 2nd and the Week Ahead
The distractions of the tanker Ever Given blocking the Suez Canal and the forced liquidation of Archegos Capital Management gave way to
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tim@emorningcoffee.com
Mar 13, 20215 min read
Week ended March 12th and the week ahead
Any and everything that screams “value”, or benefits from higher rates and a steeper yield curve (financials), or benefits from......
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tim@emorningcoffee.com
Mar 6, 20215 min read
Week Ended March 5th and the Week Ahead
It was all about US Treasury yields last week, which remained stubbornly high and increased further on better-than-expected US payroll data
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tim@emorningcoffee.com
Feb 27, 20216 min read
Week Ended Feb 26th and the Week Ahead
This is the update of financial markets and key economic events that occurred last week in a highly volatile session, and what may be ahead
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tim@emorningcoffee.com
Feb 13, 20215 min read
Week Ended Feb 12th 2021 and the Week Ahead
This past week was more lacklustre than the two weeks before, although the outcome was a slightly more subdued version of the same....
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tim@emorningcoffee.com
Feb 4, 202123 min read
Inflation
The purpose of this article is to provide you with a basic understanding of inflation – what it is, why it can derail a stable economy, and
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tim@emorningcoffee.com
Jan 30, 20215 min read
Week Ended Jan 29th 2021 and the Week Ahead
Global equity markets ended down this week between 3% and 4% almost across the board, with further risk remaining on the downside.
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