tim@emorningcoffee.comSep 11, 20214 minWeek ended Sept 10 2021: US equities fadeUS equities were weaker whilst equities in Japan and China were up sharply. Bitcoin was down 10%, USTs little changed. Rather quiet week.
tim@emorningcoffee.comSep 4, 20214 minWeek ended Sept 3rd, 2021: US jobs report disappoints...who cares?The US jobs report for August disappointed, but equity investors didn't seem to care, always finding the silver lining. More news in update
tim@emorningcoffee.comAug 28, 20213 minWeek Ended Aug 27th, 2021:Fed strikes dovish toneThis week investors were mainly focused on the Fed's message at the economic symposium in Jackson Hole. It was perfect, dovish for assets
tim@emorningcoffee.comAug 22, 20215 minWeek 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
tim@emorningcoffee.comAug 14, 20215 minWeek Ended Aug 13th 2021: Inflation runs hot, markets don't careThis is the E-MorningCoffee weekly update. Equities continued their steady march up whilst the UST market shrugged off CPI and PPI data.
tim@emorningcoffee.comAug 7, 20214 minWeek Ended August 6th 2021: Strong US jobs reportWeekly update for the week ended Aug 6th 2021. USTs tank on Friday after strong jobs report, but US / global equities deliver a strong week,
tim@emorningcoffee.comJul 31, 20214 minWeek ended July 30, 2021: Bitcoin, Robinhood, tech earnings, China, economic data, COVID variantsGlobal equities had a poor week across the board, one of the few this year, with nearly all of the major bourses I track losing ground. ...
tim@emorningcoffee.comJul 24, 20214 minWeek 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
tim@emorningcoffee.comJul 17, 20216 minWeek Ended July 16, 2021: Inflation Up, Yields DownThis is the usual weekly update for the week ended July 16th 2021. Oddly, inflation is running hot but government bond yields are falling.