tim@emorningcoffee.com
Week Ended March 4th 2022
Ukraine-Russia conflict dominates news, although inflation data in the Eurozone and US continues to be red hot. Investors don't care!
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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
- Feb 8, 2022
- 18 min
Corporate bonds: why you should care about this market
This is a primer on corporate bonds, investment grade & high yield. It also discusses the pandemic and its effect on the corp bond market.
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tim@emorningcoffee.com
- Oct 16, 2021
- 3 min
Week Ended October 15th, 2021: Goldilocks is back!
What a week! Equities bounce back with a vengeance as a combination of neural-to-good economic news and strong bank earnings are catalysts.
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tim@emorningcoffee.com
- Apr 3, 2021
- 3 min
Week Ended April 2nd and the Week Ahead
The distractions of the tanker Ever Given blocking the Suez Canal and the forced liquidation of Archegos Capital Management gave way to
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tim@emorningcoffee.com
- Mar 20, 2021
- 5 min
Week Ended March 19th and the Week Ahead
This was certainly another eventful week as markets were all over the place, at least from mid-week on. Aside from ongoing volatility in...
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tim@emorningcoffee.com
- Mar 13, 2021
- 5 min
Week ended March 12th and the week ahead
Any and everything that screams “value”, or benefits from higher rates and a steeper yield curve (financials), or benefits from......
610
tim@emorningcoffee.com
- Mar 6, 2021
- 5 min
Week Ended March 5th and the Week Ahead
It was all about US Treasury yields last week, which remained stubbornly high and increased further on better-than-expected US payroll data
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tim@emorningcoffee.com
- Feb 27, 2021
- 6 min
Week Ended Feb 26th and the Week Ahead
This is the update of financial markets and key economic events that occurred last week in a highly volatile session, and what may be ahead
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tim@emorningcoffee.com
- Feb 13, 2021
- 5 min
Week Ended Feb 12th 2021 and the Week Ahead
This past week was more lacklustre than the two weeks before, although the outcome was a slightly more subdued version of the same....
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