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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 Aug 21st 2020 and the Week Ahead
The financial markets showed little conviction last week, not atypical for mid-August (even with the pandemic raging). #economics #markets
tim@emorningcoffee.com
Aug 23, 20208 min read
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Week Ended Aug 14th and the Week Ahead
Summary Equity markets stalled in the U.S., with indices performing better last week in Europe and Japan. The S&P 500 flirted with its...
tim@emorningcoffee.com
Aug 16, 20209 min read
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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 9, 202010 min read
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Week Ended July 31 and the Week Ahead
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
Aug 2, 20209 min read
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Week Ended July 24th and the Week Ahead
The EU-27 agreed a €750 billion fiscal stimulus plan for the union, a milestone in its history.
tim@emorningcoffee.com
Jul 26, 20209 min read
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Week Ended July 17 and the Week Ahead
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 19, 20209 min read
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Week Ended July 10th and the Week Ahead
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 12, 20206 min read
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Week Ended July 3rd and the Week Ahead
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
Jul 5, 20208 min read
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Week Ended June 26th and the Week Ahead
Equity and credit indices weakened, with Friday being particularly harsh. Safe haven assets rallied. Oil weakened. Growth revised down.
tim@emorningcoffee.com
Jun 28, 20208 min read
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