tim@emorningcoffee.comAug 7, 20214 minWeek Ended August 6th 2021: Strong US jobs reportWeekly update for the week ended Aug 6th 2021. USTs tank on Friday after strong jobs report, but US / global equities deliver a strong week,
tim@emorningcoffee.comJul 24, 20214 minWeek Ended July 23, 2021: "Buy the Dip"Week ended July 23 2021. After a dismal start on Monday, investors put aside economic and pandemic concerns as S&P 500 earnings were strong
tim@emorningcoffee.comJun 5, 20215 minWeek Ended June 4th: Meme stocks feature in a blah market (until Friday)Weekly update from E-MorningCoffee covering financial markets and macroeconomic events of the past week.
tim@emorningcoffee.comMay 29, 20214 minVolatility Settles, Asset Markets Steady but Better: Week Ended May 28thAfter a couple of weeks characterised by high volatility and slow starts / strong finishes, this past week was void of nearly as much drama.
tim@emorningcoffee.comMay 26, 202110 minInflation: Transient or Persistent, Lessons from the 1970sThis is about inflation - will it prove to be transitory (Fed's view) or persistent? I feel the former, but fear the medicine it will take
tim@emorningcoffee.comMay 22, 20215 minWeek 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.comMay 8, 20215 minWeek Ended May 7th and the Week AheadEuropean equity markets performed nicely last week, whilst there was heightened volatility in US equity markets. USTs, gold, oil gained.
tim@emorningcoffee.comApr 17, 20214 minWeek ended April 16th: Banks & CoinbaseUS equity markets hit new records and the UST market stabilised. Economics news was robust. Banks released earnings, Coinbase listed.
tim@emorningcoffee.comApr 10, 20214 minWeek 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.