tim@emorningcoffee.com
Week Ended February 11th 2022
A week of two halves. Equities performed well for 3 days and then high CPI and hawkish Fed comments clobbered stocks & bonds.
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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
Jan 29, 20228 min read
Week Ended January 28th 2022
What a week this was! Equities were all over the place rattled by the Fed's Q&A (post-FOMC mins), and buffeted by earnings from MSFT & AAPL
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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
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tim@emorningcoffee.com
Aug 14, 20215 min read
Week Ended Aug 13th 2021: Inflation runs hot, markets don't care
This is the E-MorningCoffee weekly update. Equities continued their steady march up whilst the UST market shrugged off CPI and PPI data.
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tim@emorningcoffee.com
May 29, 20214 min read
Volatility Settles, Asset Markets Steady but Better: Week Ended May 28th
After a couple of weeks characterised by high volatility and slow starts / strong finishes, this past week was void of nearly as much drama.
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tim@emorningcoffee.com
May 1, 20214 min read
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.
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tim@emorningcoffee.com
Feb 8, 20217 min read
"New Tech" / WFH Companies: Week 2
In one way or another, all [21] of these companies tend to be disrupters and many have benefited from the pandemic.
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tim@emorningcoffee.com
Oct 31, 20208 min read
Week Ended Oct 30th and the Week Ahead
This week will have one major focal point, and that is the US Presidential election on Tuesday.
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