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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
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 22, 20215 min read
Week ended Aug 20th 2020: Saved by Friday!
Equity markets were rescued from what would have been a dismal week by Friday's rally in US stocks. Concerns include Delta, China, tapering
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tim@emorningcoffee.com
May 26, 202110 min read
Inflation: Transient or Persistent, Lessons from the 1970s
This is about inflation - will it prove to be transitory (Fed's view) or persistent? I feel the former, but fear the medicine it will take
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tim@emorningcoffee.com
Apr 10, 20214 min read
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.
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