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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 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 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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FOMC 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.com
Sep 23, 20213 min read
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Week Ended Aug 27th, 2021:Fed strikes dovish tone
This 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.com
Aug 28, 20213 min read
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Week Ended June 11th: Focus on ECB Decision and May CPI
Weekly update, attention focused on ECB policy and US May CPI. Markets reacted well, but look bored - meme stocks and crypto vol dominate.
tim@emorningcoffee.com
Jun 12, 20213 min read
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Week 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.com
May 22, 20215 min read
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Week Ended May 14th: Volatility, Inflation back in Focus
Volatile and inflation were back in focus, as markets wobbled this past week. Read more in "Week Ended May 14th".
tim@emorningcoffee.com
May 15, 20215 min read
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Week Ended May 7th and the Week Ahead
European equity markets performed nicely last week, whilst there was heightened volatility in US equity markets. USTs, gold, oil gained.
tim@emorningcoffee.com
May 8, 20215 min read
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