top of page
Home: Welcome
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.

Search


Last Week and The Week Ahead (Mar 30 - Apr 3)
Record global stimulus provides the uplift for markets last week but the "feel good" might not persist. Here's a summary and outlook.

tim@emorningcoffee.com
Mar 30, 20206 min read
Â
Â
Â


Last Week (Mar 16-20) and The Week Ahead
This is a weekly review and discusses the equity markets, credit markets, safe haven assets, oil and economic releases.

tim@emorningcoffee.com
Mar 23, 20207 min read
Â
Â
Â


Last Week (March 9-13) and the Week Ahead
What happened last week (March 9-13), and a look at this coming week. We're off to a bad start!

tim@emorningcoffee.com
Mar 16, 20208 min read
Â
Â
Â


Last Week (March 2-6), and the Week Ahead
Volatile equity markets, risk-off assets, USTs rally, credit markets could seize up, Coronavirus, monetary & fiscal stimulus, earnings

tim@emorningcoffee.com
Mar 9, 20207 min read
Â
Â
Â


What Matters This Week (March 2), and A Few Things from Last Week Too
Last week was ugly in the global markets. Earnings season has nearly ended, Joe Biden has new life, and governments act against COVAD.

tim@emorningcoffee.com
Mar 2, 20207 min read
Â
Â
Â


What 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.com
Feb 24, 20205 min read
Â
Â
Â


What 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.com
Feb 17, 20206 min read
Â
Â
Â


What 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.com
Feb 10, 20207 min read
Â
Â
Â


What Happened Last Week, and What Matters this Week: Feb 3-7, 2020
The Markets: Equity markets fell globally last week, in spite of some fairly decent earnings reports (see last section). Risk-off assets...

tim@emorningcoffee.com
Feb 3, 20205 min read
Â
Â
Â
Home: Blog2
bottom of page


