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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 January 21st, 2022
This 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.com
Jan 22, 20227 min read
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Week ended December 31, 2021
This 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.com
Jan 1, 20225 min read
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Week Ended November 19th, 2021
Weekly update for the past week, ended Nov 19th 2021. Bitcoin and oil were the big losers, with stocks mixed but showed modest gains.
tim@emorningcoffee.com
Nov 20, 20216 min read
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Week Ended November 5th, 2021
The Fed and BoE play along, with their dovish policies pushing USTs and Gilt prices higher and causing global equities to rock!
tim@emorningcoffee.com
Nov 6, 20216 min read
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Week Ended October 22, 2021
This 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.com
Oct 22, 20216 min read
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Week ended October 8, 2021: Debt ceiling crisis deferred (for now)
Weekly update, looking at the debt ceiling (can kicked down road), dismal Monday, mixed jobs report, UST (+UK/Eurozone govt bonds) hammered.
tim@emorningcoffee.com
Oct 9, 20214 min read
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Week 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.com
Aug 22, 20215 min read
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How did we get here: US equities are expensive
Why are equities at historically high levels less than 1.5 years following a pandemic unlike anything experienced in 100 years?
tim@emorningcoffee.com
Jul 27, 20218 min read
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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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