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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 27, 20217 min read
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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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 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
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
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
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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tim@emorningcoffee.com
May 29, 20214 min read
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.
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tim@emorningcoffee.com
Apr 17, 20214 min read
Week ended April 16th: Banks & Coinbase
US equity markets hit new records and the UST market stabilised. Economics news was robust. Banks released earnings, Coinbase listed.
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