tim@emorningcoffee.com
Week ended December 17th, 2021
Focus this past week was on four of the world's major central banks, which provided the latest glimpse into the path of monetary policy.
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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
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.
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tim@emorningcoffee.com
Nov 30, 202110 min read
Three books worth reading
One of the many things that I have enjoyed doing since I left the grind of working at large financial institutions is reading things...
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tim@emorningcoffee.com
Nov 6, 20216 min read
Week Ended November 5th, 2021
The Fed and BoE play along, with their dovish policies pushing USTs and Gilt prices higher and causing global equities to rock!
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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.
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tim@emorningcoffee.com
Sep 25, 20214 min read
Week Ended Sept 24th, 2021: Equities claw back Monday's sharp losses
The week started poorly but by the end of the week, the Fed had provided just enough fuel to stoke on buy-the-dip investors.
240
tim@emorningcoffee.com
Sep 23, 20213 min read
FOMC and Chairman Powell Press Conference: “Much ado about nothing”
The Federal Reserve released the minutes from its FOMC meeting Sept 21-22 on Wednesday afternoon. The press release is here. Should you...
150
tim@emorningcoffee.com
Aug 28, 20213 min read
Week Ended Aug 27th, 2021:Fed strikes dovish tone
This week investors were mainly focused on the Fed's message at the economic symposium in Jackson Hole. It was perfect, dovish for assets
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tim@emorningcoffee.com
Jun 12, 20213 min read
Week Ended June 11th: Focus on ECB Decision and May CPI
Weekly update, attention focused on ECB policy and US May CPI. Markets reacted well, but look bored - meme stocks and crypto vol dominate.
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