tim@emorningcoffee.com
Week Ended November 26th, 2021
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.
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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
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
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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tim@emorningcoffee.com
Oct 12, 20212 min read
Where we are.....what to do?
What are your assumptions about the current economic parameters affecting investors? Which investments make sense and which do not?
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tim@emorningcoffee.com
Oct 9, 20214 min read
Week ended October 8, 2021: Debt ceiling crisis deferred (for now)
Weekly update, looking at the debt ceiling (can kicked down road), dismal Monday, mixed jobs report, UST (+UK/Eurozone govt bonds) hammered.
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tim@emorningcoffee.com
Oct 2, 20215 min read
Week ended October 1st 2021
Weekly update: equities stumble (again) ending the worst month since the pandemic. Govt bonds sell off too. Credit weakens, oil increases.
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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.
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tim@emorningcoffee.com
Aug 14, 20215 min read
Week Ended Aug 13th 2021: Inflation runs hot, markets don't care
This is the E-MorningCoffee weekly update. Equities continued their steady march up whilst the UST market shrugged off CPI and PPI data.
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tim@emorningcoffee.com
Aug 7, 20214 min read
Week Ended August 6th 2021: Strong US jobs report
Weekly update for the week ended Aug 6th 2021. USTs tank on Friday after strong jobs report, but US / global equities deliver a strong week,
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