tim@emorningcoffee.comSep 23, 20213 minFOMC and Chairman Powell Press Conference: “Much ado about nothing”The Federal Reserve released the minutes from its FOMC meeting Sept 21-22 on Wednesday afternoon. The press release is here. Should you...
tim@emorningcoffee.comAug 28, 20213 minWeek Ended Aug 27th, 2021:Fed strikes dovish toneThis week investors were mainly focused on the Fed's message at the economic symposium in Jackson Hole. It was perfect, dovish for assets
tim@emorningcoffee.comJun 12, 20213 minWeek Ended June 11th: Focus on ECB Decision and May CPIWeekly update, attention focused on ECB policy and US May CPI. Markets reacted well, but look bored - meme stocks and crypto vol dominate.
tim@emorningcoffee.comMay 22, 20215 minWeek Ended May 21st: Not a Crypto Week!Equities mixed, yields flattish, but the action was mainly in cryptocurrencies which got hammered last week. BTC down 40% off intraday high
tim@emorningcoffee.comMay 15, 20215 minWeek Ended May 14th: Volatility, Inflation back in FocusVolatile and inflation were back in focus, as markets wobbled this past week. Read more in "Week Ended May 14th".
tim@emorningcoffee.comMay 8, 20215 minWeek Ended May 7th and the Week AheadEuropean equity markets performed nicely last week, whilst there was heightened volatility in US equity markets. USTs, gold, oil gained.
tim@emorningcoffee.comMay 1, 20214 minWeek Ended April 30 and the Week AheadThis week was mainly about earnings as 180 of the S&P 500 companies reported their quarterly results. In summary, earnings were solid.
tim@emorningcoffee.comMar 20, 20215 minWeek Ended March 19th and the Week AheadThis was certainly another eventful week as markets were all over the place, at least from mid-week on. Aside from ongoing volatility in...
tim@emorningcoffee.comFeb 26, 202114 minThe Next Round of Fiscal Stimulus (US)A $1.9 trillion third mega-round of fiscal stimulus in the US is pending, and it will have long-term and far-reaching economic effects.