Weekly Updates 26/34

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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.

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

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

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

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

Weekly update from E-MorningCoffee covering financial markets and macroeconomic events of the past week.

tim@emorningcoffee.com

Jun 5, 20215 min read

After a couple of weeks characterised by high volatility and slow starts / strong finishes, this past week was void of nearly as much drama.

tim@emorningcoffee.com

May 29, 20214 min read

Equities mixed, yields flattish, but the action was mainly in cryptocurrencies which got hammered last week. BTC down 40% off intraday high

tim@emorningcoffee.com

May 22, 20215 min read

Volatile and inflation were back in focus, as markets wobbled this past week. Read more in "Week Ended May 14th".

tim@emorningcoffee.com

May 15, 20215 min read

European equity markets performed nicely last week, whilst there was heightened volatility in US equity markets. USTs, gold, oil gained.

tim@emorningcoffee.com

May 8, 20215 min read

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