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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 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
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
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
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
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
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
Week Ended June 19th and the Week Ahead
Week ended June 19th: global equities and credit were better; gold and oil higher, USTs and USD weaker; CV19 news mixed. BoE steps up QE
tim@emorningcoffee.com
Jun 21, 20208 min read
Week Ended June 12th and the Week Ahead
This is a look back at last week including equity and credit markets, safe haven assets, oil, economic events and CV19.
tim@emorningcoffee.com
Jun 14, 20208 min read
Week Ended June 5th and the Week Ahead
Equities, credit and oil are continued up last week, and safe haven assets fell. It's risk on, as economic stimulus improves the outlook.
tim@emorningcoffee.com
Jun 8, 20207 min read
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