SNAP | E-Morning Coffee

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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.

tim@emorningcoffee.com

Oct 22, 20226 min read

Week ended Oct 21, 2022

Headlines says it all. More turmoil in U.K. politics (and 10.1% CPI). Decent S&P 500 earnings, TSLA and SNAP disappoint. Yen softens.

tim@emorningcoffee.com

May 28, 20226 min read

Week ended May 27th 2022

US equities rally strongly into the close on Friday, bringing MtD returns for May into the green. Corp credit rallies too, the USD weakens.

tim@emorningcoffee.com

Apr 19, 20226 min read

Will Twitter be sold, and will Elon Musk be the buyer?

Elon Musk acquired an interest in Twitter, refused to go on the Board, and has now launched a hostile offer. In suspect TETR will be sold.

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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