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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 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
Week Ended Feb 19th 2021 and the Week Ahead
The Week Ahead The US (Thurs) and China (Fri) will release 4Q2020 GDP figures late in the week Plenty more earnings releases are coming –...
tim@emorningcoffee.com
Feb 20, 20212 min read
Week Ended Feb 12th 2021 and the Week Ahead
This past week was more lacklustre than the two weeks before, although the outcome was a slightly more subdued version of the same....
tim@emorningcoffee.com
Feb 13, 20215 min read
Week Ended Feb 5th 2021 and the Week Ahead
Equity markets were one directional last week, with only a brief hiatus mid-week, as they roared forward with conviction.
tim@emorningcoffee.com
Feb 6, 20214 min read
Week Ended Jan 29th 2021 and the Week Ahead
Global equity markets ended down this week between 3% and 4% almost across the board, with further risk remaining on the downside.
tim@emorningcoffee.com
Jan 30, 20215 min read
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