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 30, 20218 minWeek Ended October 29th, 2021FAMAG/other corp earnings/news, US 3Q21 GDP, UK '22 budget, ECB rate decision, Biden fiscal plan, G20 / COP26 meetings..lots to move markets
tim@emorningcoffee.comSep 11, 20214 minWeek ended Sept 10 2021: US equities fadeUS equities were weaker whilst equities in Japan and China were up sharply. Bitcoin was down 10%, USTs little changed. Rather quiet week.
tim@emorningcoffee.comSep 7, 20218 minA look back at returns during the pandemicThis article looks at asset returns across various equity indices (US and global) and other asset classes during the pandemic and longer.
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.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".