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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 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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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
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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tim@emorningcoffee.com
Jul 24, 20214 min read
Week Ended July 23, 2021: "Buy the Dip"
Week ended July 23 2021. After a dismal start on Monday, investors put aside economic and pandemic concerns as S&P 500 earnings were strong
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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.
250
tim@emorningcoffee.com
Jun 5, 20215 min read
Week Ended June 4th: Meme stocks feature in a blah market (until Friday)
Weekly update from E-MorningCoffee covering financial markets and macroeconomic events of the past week.
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