tim@emorningcoffee.comAug 23, 20208 minWeek Ended Aug 21st 2020 and the Week AheadThe financial markets showed little conviction last week, not atypical for mid-August (even with the pandemic raging). #economics #markets
tim@emorningcoffee.comAug 16, 20209 minWeek Ended Aug 14th and the Week AheadSummary Equity markets stalled in the U.S., with indices performing better last week in Europe and Japan. The S&P 500 flirted with its...
tim@emorningcoffee.comAug 9, 202010 minWeek Ended August 7th and the Week AheadPerformance of key global equity indices, the corp credit market, "safe haven" assets, earnings, economies and CV19.
tim@emorningcoffee.comAug 2, 20209 minWeek Ended July 31 and the Week AheadGold was up 3.9% last week, closing July up 11% for the month as this “store of value” increasingly finds favour with investors.
tim@emorningcoffee.comJul 26, 20209 minWeek Ended July 24th and the Week AheadThe EU-27 agreed a €750 billion fiscal stimulus plan for the union, a milestone in its history.
tim@emorningcoffee.comJul 19, 20209 minWeek Ended July 17 and the Week AheadThis is a recap of last week's equity & credit markets, and also covers safe haven assets (e.g. gold), oil, earnings and economic news.
tim@emorningcoffee.comJul 12, 20206 minWeek Ended July 10th and the Week AheadEquity markets were slightly more subdued last week, but not in the U.S., where the S&P 500 notched another weekly gain of 1.8%.
tim@emorningcoffee.comJul 5, 20208 minWeek Ended July 3rd and the Week AheadEquity markets were generally better last week, especially in the U.S. Credit, gold and oil were all better. CV19 in the U.S. rages on.
tim@emorningcoffee.comJun 28, 20208 minWeek Ended June 26th and the Week AheadEquity and credit indices weakened, with Friday being particularly harsh. Safe haven assets rallied. Oil weakened. Growth revised down.