Weekly Updates 24/29

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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.

tim@emorningcoffee.com

Dec 12, 20209 min read

Week Ended Dec 11th 2020 and the Week Ahead

With vaccines now beginning to be administered, I understand the long game, but I find myself very much stuck in the moment......

tim@emorningcoffee.com

Dec 5, 20208 min read

Can this one directional market go on forever? Probably not, but what’s to stop it?

tim@emorningcoffee.com

Nov 28, 20207 min read

Maybe 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.com

Nov 21, 20209 min read

Strange how the trajectory of bitcoin looks a bit like that of Tesla

tim@emorningcoffee.com

Nov 14, 20208 min read

The Week Ahead This week is likely to see the ongoing tussle between the two camps currently driving sentiment in the markets – those...

tim@emorningcoffee.com

Nov 7, 20208 min read

The 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.com

Oct 31, 20208 min read

This week will have one major focal point, and that is the US Presidential election on Tuesday.

tim@emorningcoffee.com

Oct 24, 20207 min read

Perhaps the one defining feature in markets for the week was the sharp sell-off in US Treasuries, which abated slightly on Friday.

tim@emorningcoffee.com

Oct 17, 20208 min read

No sooner had I said “capitulation” (see last week’s update) than reality crept in on Tuesday and global equity and credit markets struggled

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