tim@emorningcoffee.com
Week Ended January 28th 2022
What a week this was! Equities were all over the place rattled by the Fed's Q&A (post-FOMC mins), and buffeted by earnings from MSFT & AAPL
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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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tim@emorningcoffee.com
- Jan 9, 2022
- 5 min
Week Ended January 7th 2022
It was a shaky start to 2022, with both equities and bonds getting hammered as sentiment soured and the Fed's hawkish tilt gained momentum.
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tim@emorningcoffee.com
- Dec 18, 2021
- 7 min
Week ended December 17th, 2021
Focus this past week was on four of the world's major central banks, which provided the latest glimpse into the path of monetary policy.
300
tim@emorningcoffee.com
- Nov 27, 2021
- 7 min
Week Ended November 26th, 2021
This week was all about Friday, as global equities were hammered after news of the new COVID variant. It was squarely risk-off in markets.
370
tim@emorningcoffee.com
- Oct 22, 2021
- 6 min
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.
240
tim@emorningcoffee.com
- Oct 16, 2021
- 3 min
Week Ended October 15th, 2021: Goldilocks is back!
What a week! Equities bounce back with a vengeance as a combination of neural-to-good economic news and strong bank earnings are catalysts.
260
tim@emorningcoffee.com
- Oct 12, 2021
- 2 min
Where we are.....what to do?
What are your assumptions about the current economic parameters affecting investors? Which investments make sense and which do not?
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tim@emorningcoffee.com
- Oct 9, 2021
- 4 min
Week 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.
140
tim@emorningcoffee.com
- Oct 2, 2021
- 5 min
Week ended October 1st 2021
Weekly update: equities stumble (again) ending the worst month since the pandemic. Govt bonds sell off too. Credit weakens, oil increases.
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