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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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Week Ended August 6th 2021: Strong US jobs report
Weekly 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.com
Aug 7, 20214 min read
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Week ended July 30, 2021: Bitcoin, Robinhood, tech earnings, China, economic data, COVID variants
Global 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.com
Jul 31, 20214 min read
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Week 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.com
Jul 24, 20214 min read
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Week Ended July 16, 2021: Inflation Up, Yields Down
This is the usual weekly update for the week ended July 16th 2021. Oddly, inflation is running hot but government bond yields are falling.
tim@emorningcoffee.com
Jul 17, 20216 min read
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Week Ended July 9th: Markets Wobble But Recover Quickly
US Treasury bonds continued to rally hitting highs not seen in many months. Equities wobbled Thursday but reached record highs Friday.
tim@emorningcoffee.com
Jul 10, 20214 min read
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Week Ended July 2nd 2021: It's The Best of Times
This is summary of what occurred in financial markets, including equities, bonds, safe haven & other assets, last week and 1H2021 summary.
tim@emorningcoffee.com
Jul 3, 20215 min read
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Week Ended June 25th 2021: Higher & Higher!
Financial markets stable, no real news flow of significance. Equity markets globally and across themes drift higher, along with UST yields.
tim@emorningcoffee.com
Jun 26, 20213 min read
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Week Ended June 18th 2021: Fed Rattles Markets
Weekly update, focus on Fed's press conference mid-week which rattled markets with Friday bringing the worst
tim@emorningcoffee.com
Jun 19, 20213 min read
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Week Ended June 11th: Focus on ECB Decision and May CPI
Weekly update, attention focused on ECB policy and US May CPI. Markets reacted well, but look bored - meme stocks and crypto vol dominate.
tim@emorningcoffee.com
Jun 12, 20213 min read
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