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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 October 8, 2021: Debt ceiling crisis deferred (for now)
Weekly update, looking at the debt ceiling (can kicked down road), dismal Monday, mixed jobs report, UST (+UK/Eurozone govt bonds) hammered.

tim@emorningcoffee.com
Oct 9, 20214 min read
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Week ended October 1st 2021
Weekly update: equities stumble (again) ending the worst month since the pandemic. Govt bonds sell off too. Credit weakens, oil increases.

tim@emorningcoffee.com
Oct 2, 20215 min read
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Week Ended Sept 24th, 2021: Equities claw back Monday's sharp losses
The week started poorly but by the end of the week, the Fed had provided just enough fuel to stoke on buy-the-dip investors.

tim@emorningcoffee.com
Sep 25, 20214 min read
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Week ended Sept 17th 2021: US CPI & retail sales, and Evergrande feature
US CPI and retail sales featured this week, along with growing concerns re Chinese property developer Evergrande.

tim@emorningcoffee.com
Sep 18, 20214 min read
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Week ended Sept 10 2021: US equities fade
US equities were weaker whilst equities in Japan and China were up sharply. Bitcoin was down 10%, USTs little changed. Rather quiet week.

tim@emorningcoffee.com
Sep 11, 20214 min read
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Week ended Sept 3rd, 2021: US jobs report disappoints...who cares?
The US jobs report for August disappointed, but equity investors didn't seem to care, always finding the silver lining. More news in update

tim@emorningcoffee.com
Sep 4, 20214 min read
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Week Ended Aug 27th, 2021:Fed strikes dovish tone
This week investors were mainly focused on the Fed's message at the economic symposium in Jackson Hole. It was perfect, dovish for assets

tim@emorningcoffee.com
Aug 28, 20213 min read
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Week ended Aug 20th 2020: Saved by Friday!
Equity markets were rescued from what would have been a dismal week by Friday's rally in US stocks. Concerns include Delta, China, tapering

tim@emorningcoffee.com
Aug 22, 20215 min read
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Week Ended Aug 13th 2021: Inflation runs hot, markets don't care
This is the E-MorningCoffee weekly update. Equities continued their steady march up whilst the UST market shrugged off CPI and PPI data.

tim@emorningcoffee.com
Aug 14, 20215 min read
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