tim@emorningcoffee.comOct 14, 20233 minWeek ended October 13, 2023: reality of war sets inA deferred reaction to war in the Middle East meant that equities rallied and bonds sold off in the first half of the week, but then......
tim@emorningcoffee.comNov 5, 20227 minWEEKLY: Fed, BoE raise rates; US equities / bonds take it on the chinUS equities and bonds get crushed, other global equity markets improve. USTs weaker, gold rallies, oil up and USD lower. Fed, BoE raise.
tim@emorningcoffee.comOct 29, 20226 minWEEKLY: Markets improve as FAMAG companies flounderThis week was mainly about earnings, including banks, FAMAG companies and oil giants. ECB and BoJ behaved as expected. US 3Q22 GDP beats.
tim@emorningcoffee.comMay 14, 20227 minWeek ended May 13th 2022This past week was a downer for equities, saved only by a late-session recovery on Thursday with the rally extending into Friday.
tim@emorningcoffee.comAug 14, 20215 minWeek Ended Aug 13th 2021: Inflation runs hot, markets don't careThis is the E-MorningCoffee weekly update. Equities continued their steady march up whilst the UST market shrugged off CPI and PPI data.
tim@emorningcoffee.comAug 7, 20214 minWeek Ended August 6th 2021: Strong US jobs reportWeekly update for the week ended Aug 6th 2021. USTs tank on Friday after strong jobs report, but US / global equities deliver a strong week,
tim@emorningcoffee.comJul 31, 20214 minWeek ended July 30, 2021: Bitcoin, Robinhood, tech earnings, China, economic data, COVID variantsGlobal equities had a poor week across the board, one of the few this year, with nearly all of the major bourses I track losing ground. ...
tim@emorningcoffee.comJul 24, 20214 minWeek Ended July 23, 2021: "Buy the Dip"Week ended July 23 2021. After a dismal start on Monday, investors put aside economic and pandemic concerns as S&P 500 earnings were strong
tim@emorningcoffee.comAug 23, 20208 minWeek Ended Aug 21st 2020 and the Week AheadThe financial markets showed little conviction last week, not atypical for mid-August (even with the pandemic raging). #economics #markets