Equities | E-Morning Coffee 7/7

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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.

tim@emorningcoffee.com

Jan 22, 20227 min read

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 1, 20225 min read

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

Nov 19, 20216 min read

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 6, 20216 min read

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

Oct 22, 20216 min read

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 9, 20214 min read

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

Aug 22, 20215 min read

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

Jul 27, 20218 min read

Why are equities at historically high levels less than 1.5 years following a pandemic unlike anything experienced in 100 years?

tim@emorningcoffee.com

Jun 5, 20215 min read

Weekly update from E-MorningCoffee covering financial markets and macroeconomic events of the past week.

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