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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 Sept 24th, 2021: Equities claw back Monday's sharp losses
The week started poorly but by the end of the week, the Fed had provided just enough fuel to stoke on buy-the-dip investors.

tim@emorningcoffee.com
Sep 25, 20214 min read
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Week ended Sept 10 2021: US equities fade
US equities were weaker whilst equities in Japan and China were up sharply. Bitcoin was down 10%, USTs little changed. Rather quiet week.

tim@emorningcoffee.com
Sep 11, 20214 min read
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A look back at returns during the pandemic
This article looks at asset returns across various equity indices (US and global) and other asset classes during the pandemic and longer.

tim@emorningcoffee.com
Sep 7, 20218 min read
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A look back during the pandemic: sector ETFs
ETF sector funds' performances since the pandemic provide an excellent historical context of shifting investor sentiment. What's next?

tim@emorningcoffee.com
Aug 18, 20215 min read
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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.

tim@emorningcoffee.com
Aug 14, 20215 min read
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Wealth inequality and race
There is a wealth inequality issue in many countries around the world, including the US. This is exacerbated when considering race.

tim@emorningcoffee.com
Aug 12, 20214 min read
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Week Ended August 6th 2021: Strong US jobs report
Weekly update for the week ended Aug 6th 2021. USTs tank on Friday after strong jobs report, but US / global equities deliver a strong week,

tim@emorningcoffee.com
Aug 7, 20214 min read
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Alternatives when equities are super-expensive
US equities have reached record valuations. Does this matter? What can you do if you are concerned?

tim@emorningcoffee.com
Aug 4, 20218 min read
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Week Ended July 23, 2021: "Buy the Dip"
Week ended July 23 2021. After a dismal start on Monday, investors put aside economic and pandemic concerns as S&P 500 earnings were strong

tim@emorningcoffee.com
Jul 24, 20214 min read
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