tim@emorningcoffee.com
Week Ended November 19th, 2021
Weekly update for the past week, ended Nov 19th 2021. Bitcoin and oil were the big losers, with stocks mixed but showed modest gains.
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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
Nov 6, 20216 min read
Week Ended November 5th, 2021
The Fed and BoE play along, with their dovish policies pushing USTs and Gilt prices higher and causing global equities to rock!
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tim@emorningcoffee.com
Oct 30, 20218 min read
Week Ended October 29th, 2021
FAMAG/other corp earnings/news, US 3Q21 GDP, UK '22 budget, ECB rate decision, Biden fiscal plan, G20 / COP26 meetings..lots to move markets
365
tim@emorningcoffee.com
Oct 22, 20216 min read
Week Ended October 22, 2021
This week did not have a lot of economic news, but a combination of earnings, the first Bitcoin ETF and two interesting SPACs featured.
250
tim@emorningcoffee.com
Oct 2, 20215 min read
Week ended October 1st 2021
Weekly update: equities stumble (again) ending the worst month since the pandemic. Govt bonds sell off too. Credit weakens, oil increases.
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tim@emorningcoffee.com
Sep 25, 20214 min read
Week Ended Sept 24th, 2021: Equities claw back Monday's sharp losses
The week started poorly but by the end of the week, the Fed had provided just enough fuel to stoke on buy-the-dip investors.
240
tim@emorningcoffee.com
Sep 11, 20214 min read
Week ended Sept 10 2021: US equities fade
US equities were weaker whilst equities in Japan and China were up sharply. Bitcoin was down 10%, USTs little changed. Rather quiet week.
160
tim@emorningcoffee.com
Sep 7, 20218 min read
A look back at returns during the pandemic
This article looks at asset returns across various equity indices (US and global) and other asset classes during the pandemic and longer.
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tim@emorningcoffee.com
Aug 22, 20215 min read
Week ended Aug 20th 2020: Saved by Friday!
Equity markets were rescued from what would have been a dismal week by Friday's rally in US stocks. Concerns include Delta, China, tapering
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