Weekly Updates 26/29

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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

Aug 9, 202010 min read

Week Ended August 7th and the Week Ahead

Performance of key global equity indices, the corp credit market, "safe haven" assets, earnings, economies and CV19.

tim@emorningcoffee.com

Aug 2, 20209 min read

Gold 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.com

Jul 26, 20209 min read

The EU-27 agreed a €750 billion fiscal stimulus plan for the union, a milestone in its history.

tim@emorningcoffee.com

Jul 19, 20209 min read

This 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.com

Jul 12, 20206 min read

Equity 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.com

Jul 5, 20208 min read

Equity 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.com

Jun 28, 20208 min read

Equity and credit indices weakened, with Friday being particularly harsh. Safe haven assets rallied. Oil weakened. Growth revised down.

tim@emorningcoffee.com

Jun 21, 20208 min read

Week ended June 19th: global equities and credit were better; gold and oil higher, USTs and USD weaker; CV19 news mixed. BoE steps up QE

tim@emorningcoffee.com

Jun 14, 20208 min read

This is a look back at last week including equity and credit markets, safe haven assets, oil, economic events and CV19.

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