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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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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
tim@emorningcoffee.com
Oct 30, 20218 min read
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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.
tim@emorningcoffee.com
Oct 16, 20213 min read
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Volatility Settles, Asset Markets Steady but Better: Week Ended May 28th
After a couple of weeks characterised by high volatility and slow starts / strong finishes, this past week was void of nearly as much drama.
tim@emorningcoffee.com
May 29, 20214 min read
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Week Ended May 7th and the Week Ahead
European equity markets performed nicely last week, whilst there was heightened volatility in US equity markets. USTs, gold, oil gained.
tim@emorningcoffee.com
May 8, 20215 min read
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Week Ended April 9th: "Back to the Future"
Update for this past week in equities, credit, and other assets. IMF projects growth, SPACs under pressure, bank earnings coming, etc.
tim@emorningcoffee.com
Apr 10, 20214 min read
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Week Ended March 19th and the Week Ahead
This was certainly another eventful week as markets were all over the place, at least from mid-week on. Aside from ongoing volatility in...
tim@emorningcoffee.com
Mar 20, 20215 min read
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Week ended March 12th and the week ahead
Any and everything that screams “value”, or benefits from higher rates and a steeper yield curve (financials), or benefits from......
tim@emorningcoffee.com
Mar 13, 20215 min read
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Week Ended March 5th and the Week Ahead
It was all about US Treasury yields last week, which remained stubbornly high and increased further on better-than-expected US payroll data
tim@emorningcoffee.com
Mar 6, 20215 min read
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Week Ended Feb 26th and the Week Ahead
This is the update of financial markets and key economic events that occurred last week in a highly volatile session, and what may be ahead
tim@emorningcoffee.com
Feb 27, 20216 min read
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