tim@emorningcoffee.com
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%.
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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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tim@emorningcoffee.com
Jun 28, 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.
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tim@emorningcoffee.com
Jun 8, 20207 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.
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tim@emorningcoffee.com
Jun 1, 20207 min read
Last Week and the Week Ahead (June 1-5)
Global equity and credit markets continue their march upwards; haven assets flattish; oil up; earnings and economic news in line; CV19 updat
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tim@emorningcoffee.com
May 14, 20202 min read
S&P 500 Volumes: Is This Downdraft for Real?
This is a look at #S&P500 volumes YtD. It addresses the sudden increase in volumes as the market seems increasingly fragile.
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tim@emorningcoffee.com
Mar 2, 20207 min read
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.
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tim@emorningcoffee.com
Feb 3, 20205 min read
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...
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tim@emorningcoffee.com
Jan 22, 20204 min read
President Trump's Keynote Address at the WEF in Davos Yesterday
If you want to watch President Trump’s keynote speech form yesterday morning at Davos, watch it here. And before I recap, rest assured...
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tim@emorningcoffee.com
Jan 21, 20203 min read
This Week Matters: Davos and 4Q2019 Earnings
The main focus for the remainder of this week as far as the global financial markets are the annual meeting of The World Economic Forum...
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