tim@emorningcoffee.com
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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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
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
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 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
Sep 11, 20214 min read
Week ended Sept 10 2021: US equities fade
US equities were weaker whilst equities in Japan and China were up sharply. Bitcoin was down 10%, USTs little changed. Rather quiet week.
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tim@emorningcoffee.com
Sep 7, 20218 min read
A look back at returns during the pandemic
This article looks at asset returns across various equity indices (US and global) and other asset classes during the pandemic and longer.
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tim@emorningcoffee.com
Aug 22, 20215 min read
Week ended Aug 20th 2020: Saved by Friday!
Equity markets were rescued from what would have been a dismal week by Friday's rally in US stocks. Concerns include Delta, China, tapering
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tim@emorningcoffee.com
May 15, 20215 min read
Week Ended May 14th: Volatility, Inflation back in Focus
Volatile and inflation were back in focus, as markets wobbled this past week. Read more in "Week Ended May 14th".
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