tim@emorningcoffee.comJan 1, 20225 minWeek ended December 31, 2021This 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.comNov 20, 20216 minWeek Ended November 19th, 2021Weekly 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.comNov 6, 20216 minWeek Ended November 5th, 2021The Fed and BoE play along, with their dovish policies pushing USTs and Gilt prices higher and causing global equities to rock!
tim@emorningcoffee.comOct 22, 20216 minWeek Ended October 22, 2021This 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.comOct 9, 20214 minWeek 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.comAug 22, 20215 minWeek 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.comJul 27, 20218 minHow did we get here: US equities are expensiveWhy are equities at historically high levels less than 1.5 years following a pandemic unlike anything experienced in 100 years?
tim@emorningcoffee.comJun 5, 20215 minWeek 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.