tim@emorningcoffee.comMar 9, 20207 minLast Week (March 2-6), and the Week AheadVolatile equity markets, risk-off assets, USTs rally, credit markets could seize up, Coronavirus, monetary & fiscal stimulus, earnings
tim@emorningcoffee.comMar 2, 20207 minWhat Matters This Week (March 2), and A Few Things from Last Week TooLast week was ugly in the global markets. Earnings season has nearly ended, Joe Biden has new life, and governments act against COVAD.
tim@emorningcoffee.comFeb 24, 20205 minWhat Matters this Week (and a Few Things from Last Week)Earnings and markets from last week, along with the Nevada caucus and Warren Buffet's letter opening his annual report
tim@emorningcoffee.comFeb 17, 20206 minWhat Matters this Week (and a Few Things from Last Week)The Market Last Week: Equity index returns on the major exchanges last week were mixed, with the U.S. S&P 500 and the Euro STOXX 600...
tim@emorningcoffee.comFeb 10, 20207 minWhat Matters This Week (and A Few Things from Last Week)This post contains a summary of key world economic, markets and geopolitical events from last week, and whats ahead for this week
tim@emorningcoffee.comFeb 3, 20205 minWhat Happened Last Week, and What Matters this Week: Feb 3-7, 2020The Markets: Equity markets fell globally last week, in spite of some fairly decent earnings reports (see last section). Risk-off assets...
tim@emorningcoffee.comJan 27, 20204 minWhat Matters this Week: Jan 27-31, 2020Davos, more earnings, Coronavirus and the Royals
tim@emorningcoffee.comJan 21, 20203 minThis Week Matters: Davos and 4Q2019 EarningsThe main focus for the remainder of this week as far as the global financial markets are the annual meeting of The World Economic Forum...