tim@emorningcoffee.comDec 12, 20209 minWeek Ended Dec 11th 2020 and the Week AheadWith vaccines now beginning to be administered, I understand the long game, but I find myself very much stuck in the moment......
tim@emorningcoffee.comDec 5, 20208 minWeek Ended Dec 4th and the Week AheadCan this one directional market go on forever? Probably not, but what’s to stop it?
tim@emorningcoffee.comNov 28, 20207 minWeek Ended Nov 27th 2020 and the Week AheadMaybe it’s the time of year, or maybe it’s just a sneaking suspicion that things aren’t nearly as good as some investors think.
tim@emorningcoffee.comNov 21, 20209 minWeek Ended Nov 20th 2020 and the Week AheadStrange how the trajectory of bitcoin looks a bit like that of Tesla
tim@emorningcoffee.comNov 14, 20208 minWeek Ended Nov 13th 2020 and the Week AheadThe Week Ahead This week is likely to see the ongoing tussle between the two camps currently driving sentiment in the markets – those...
tim@emorningcoffee.comNov 7, 20208 minWeek Ended Nov 6th 2020 and the Week AheadThe Week Ahead The main focal point in the coming week is a resolution of the open results of the US election, with most focus on the...
tim@emorningcoffee.comOct 31, 20208 minWeek Ended Oct 30th and the Week AheadThis week will have one major focal point, and that is the US Presidential election on Tuesday.
tim@emorningcoffee.comOct 24, 20207 minWeek Ended Oct 23rd and the Week AheadPerhaps the one defining feature in markets for the week was the sharp sell-off in US Treasuries, which abated slightly on Friday.
tim@emorningcoffee.comOct 17, 20208 minWeek Ended October 16th and the Week AheadNo sooner had I said “capitulation” (see last week’s update) than reality crept in on Tuesday and global equity and credit markets struggled