tim@emorningcoffee.comOct 2, 20215 minWeek ended October 1st 2021Weekly update: equities stumble (again) ending the worst month since the pandemic. Govt bonds sell off too. Credit weakens, oil increases.
tim@emorningcoffee.comSep 25, 20214 minWeek Ended Sept 24th, 2021: Equities claw back Monday's sharp lossesThe week started poorly but by the end of the week, the Fed had provided just enough fuel to stoke on buy-the-dip investors.
tim@emorningcoffee.comSep 11, 20214 minWeek ended Sept 10 2021: US equities fadeUS equities were weaker whilst equities in Japan and China were up sharply. Bitcoin was down 10%, USTs little changed. Rather quiet week.
tim@emorningcoffee.comSep 7, 20218 minA look back at returns during the pandemicThis article looks at asset returns across various equity indices (US and global) and other asset classes during the pandemic and longer.
tim@emorningcoffee.comAug 22, 20215 minWeek 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
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 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.comJun 12, 20213 minWeek Ended June 11th: Focus on ECB Decision and May CPIWeekly update, attention focused on ECB policy and US May CPI. Markets reacted well, but look bored - meme stocks and crypto vol dominate.