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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 April 30 and the Week Ahead
This week was mainly about earnings as 180 of the S&P 500 companies reported their quarterly results. In summary, earnings were solid.
tim@emorningcoffee.com
May 1, 20214 min read
Week ended April 16th: Banks & Coinbase
US equity markets hit new records and the UST market stabilised. Economics news was robust. Banks released earnings, Coinbase listed.
tim@emorningcoffee.com
Apr 17, 20214 min read
Week Ended April 9th: "Back to the Future"
Update for this past week in equities, credit, and other assets. IMF projects growth, SPACs under pressure, bank earnings coming, etc.
tim@emorningcoffee.com
Apr 10, 20214 min read
Week Ended April 2nd and the Week Ahead
The distractions of the tanker Ever Given blocking the Suez Canal and the forced liquidation of Archegos Capital Management gave way to
tim@emorningcoffee.com
Apr 3, 20213 min read
Week Ended March 26th and the Week Ahead
This was a choppy week in the global financial markets with fluctuations in sentiment and sharp moves one way and then the other occurring t
tim@emorningcoffee.com
Mar 27, 20214 min read
Week Ended March 19th and the Week Ahead
This was certainly another eventful week as markets were all over the place, at least from mid-week on. Aside from ongoing volatility in...
tim@emorningcoffee.com
Mar 20, 20215 min read
Week ended March 12th and the week ahead
Any and everything that screams “value”, or benefits from higher rates and a steeper yield curve (financials), or benefits from......
tim@emorningcoffee.com
Mar 13, 20215 min read
Week Ended March 5th and the Week Ahead
It was all about US Treasury yields last week, which remained stubbornly high and increased further on better-than-expected US payroll data
tim@emorningcoffee.com
Mar 6, 20215 min read
Week Ended Feb 26th and the Week Ahead
This is the update of financial markets and key economic events that occurred last week in a highly volatile session, and what may be ahead
tim@emorningcoffee.com
Feb 27, 20216 min read
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