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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.

Week ended February 18th 2022

This week was dominated by geopolitical news around Ukraine and Russia. Uncertainty led to a flow out of risk assets and into safe havens.

tim@emorningcoffee.com

Feb 19, 20226 min read

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

tim@emorningcoffee.com

Jan 29, 20228 min read

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.

tim@emorningcoffee.com

Jan 9, 20225 min read

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.

tim@emorningcoffee.com

Dec 18, 20217 min read

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.

tim@emorningcoffee.com

Nov 27, 20217 min read

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

What a week! Equities bounce back with a vengeance as a combination of neural-to-good economic news and strong bank earnings are catalysts.

tim@emorningcoffee.com

Oct 16, 20213 min read

What are your assumptions about the current economic parameters affecting investors? Which investments make sense and which do not?

tim@emorningcoffee.com

Oct 12, 20212 min read

Weekly update, looking at the debt ceiling (can kicked down road), dismal Monday, mixed jobs report, UST (+UK/Eurozone govt bonds) hammered.

tim@emorningcoffee.com

Oct 9, 20214 min read

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