tim@emorningcoffee.comJan 22, 20227 minWeek ended January 21st, 2022This is a update of the 3rd week of 2022, another highly volatile and unsettling week covering global equities, govt bonds and other assets.
tim@emorningcoffee.comJan 1, 20225 minWeek ended December 31, 2021This is the year-end weekly update, and what a year it was! Nearly everything worked as far as risk assets. But what does 2022 bestow?
tim@emorningcoffee.comDec 11, 20217 minWeek ended December 10th 2021What a difference a few days make! We are solidly risk-on now, as conviction increased throughout the week. Equities had strong returns.
tim@emorningcoffee.comNov 6, 20216 minWeek Ended November 5th, 2021The Fed and BoE play along, with their dovish policies pushing USTs and Gilt prices higher and causing global equities to rock!
tim@emorningcoffee.comOct 22, 20216 minWeek Ended October 22, 2021This week did not have a lot of economic news, but a combination of earnings, the first Bitcoin ETF and two interesting SPACs featured.
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.
tim@emorningcoffee.comJun 5, 20215 minWeek Ended June 4th: Meme stocks feature in a blah market (until Friday)Weekly update from E-MorningCoffee covering financial markets and macroeconomic events of the past week.