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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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Week 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.
tim@emorningcoffee.com
Jun 5, 20215 min read
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Week Ended May 21st: Not a Crypto Week!
Equities mixed, yields flattish, but the action was mainly in cryptocurrencies which got hammered last week. BTC down 40% off intraday high
tim@emorningcoffee.com
May 22, 20215 min read
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Week Ended May 14th: Volatility, Inflation back in Focus
Volatile and inflation were back in focus, as markets wobbled this past week. Read more in "Week Ended May 14th".
tim@emorningcoffee.com
May 15, 20215 min read
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Week Ended April 30 and the Week Ahead
This week was mainly about earnings as 180 of the S&P 500 companies reported their quarterly results. In summary, earnings were solid.
tim@emorningcoffee.com
May 1, 20214 min read
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Week ended April 16th: Banks & Coinbase
US equity markets hit new records and the UST market stabilised. Economics news was robust. Banks released earnings, Coinbase listed.
tim@emorningcoffee.com
Apr 17, 20214 min read
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Coinbase: Cryptos Gain Steam
Coinbase listed on Weds via an innovative direct listing. It is an interesting company with a super-rich valuation, cryptocurrency-focused.
tim@emorningcoffee.com
Apr 15, 20218 min read
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Week Ended April 9th: "Back to the Future"
Update for this past week in equities, credit, and other assets. IMF projects growth, SPACs under pressure, bank earnings coming, etc.
tim@emorningcoffee.com
Apr 10, 20214 min read
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