tim@emorningcoffee.com
Week ended April 16th: Banks & Coinbase
US equity markets hit new records and the UST market stabilised. Economics news was robust. Banks released earnings, Coinbase listed.
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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
- Apr 10, 2021
- 4 min
Week Ended April 9th: "Back to the Future"
Update for this past week in equities, credit, and other assets. IMF projects growth, SPACs under pressure, bank earnings coming, etc.
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tim@emorningcoffee.com
- Apr 3, 2021
- 3 min
Week Ended April 2nd and the Week Ahead
The distractions of the tanker Ever Given blocking the Suez Canal and the forced liquidation of Archegos Capital Management gave way to
530
tim@emorningcoffee.com
- Mar 20, 2021
- 5 min
Week Ended March 19th and the Week Ahead
This was certainly another eventful week as markets were all over the place, at least from mid-week on. Aside from ongoing volatility in...
230
tim@emorningcoffee.com
- Mar 13, 2021
- 5 min
Week ended March 12th and the week ahead
Any and everything that screams “value”, or benefits from higher rates and a steeper yield curve (financials), or benefits from......
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tim@emorningcoffee.com
- Mar 6, 2021
- 5 min
Week Ended March 5th and the Week Ahead
It was all about US Treasury yields last week, which remained stubbornly high and increased further on better-than-expected US payroll data
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tim@emorningcoffee.com
- Feb 27, 2021
- 6 min
Week Ended Feb 26th and the Week Ahead
This is the update of financial markets and key economic events that occurred last week in a highly volatile session, and what may be ahead
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tim@emorningcoffee.com
- Feb 13, 2021
- 5 min
Week Ended Feb 12th 2021 and the Week Ahead
This past week was more lacklustre than the two weeks before, although the outcome was a slightly more subdued version of the same....
470
tim@emorningcoffee.com
- Jan 30, 2021
- 5 min
Week Ended Jan 29th 2021 and the Week Ahead
Global equity markets ended down this week between 3% and 4% almost across the board, with further risk remaining on the downside.
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