tim@emorningcoffee.comMay 8, 20215 minWeek Ended May 7th and the Week AheadEuropean equity markets performed nicely last week, whilst there was heightened volatility in US equity markets. USTs, gold, oil gained.
tim@emorningcoffee.comMay 1, 20214 minWeek Ended April 30 and the Week AheadThis week was mainly about earnings as 180 of the S&P 500 companies reported their quarterly results. In summary, earnings were solid.
tim@emorningcoffee.comApr 17, 20214 minWeek ended April 16th: Banks & CoinbaseUS equity markets hit new records and the UST market stabilised. Economics news was robust. Banks released earnings, Coinbase listed.
tim@emorningcoffee.comApr 10, 20214 minWeek 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.comApr 3, 20213 minWeek Ended April 2nd and the Week AheadThe distractions of the tanker Ever Given blocking the Suez Canal and the forced liquidation of Archegos Capital Management gave way to
tim@emorningcoffee.comMar 27, 20214 minWeek Ended March 26th and the Week AheadThis was a choppy week in the global financial markets with fluctuations in sentiment and sharp moves one way and then the other occurring t
tim@emorningcoffee.comMar 20, 20215 minWeek Ended March 19th and the Week AheadThis 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.comMar 13, 20215 minWeek ended March 12th and the week aheadAny and everything that screams “value”, or benefits from higher rates and a steeper yield curve (financials), or benefits from......
tim@emorningcoffee.comMar 6, 20215 minWeek 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