tim@emorningcoffee.com
Week 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.
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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
May 29, 20214 min
Volatility Settles, Asset Markets Steady but Better: Week Ended May 28th
After a couple of weeks characterised by high volatility and slow starts / strong finishes, this past week was void of nearly as much drama.
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tim@emorningcoffee.com
May 26, 202110 min
Inflation: Transient or Persistent, Lessons from the 1970s
This 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
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tim@emorningcoffee.com
May 22, 20215 min
Week 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
460
tim@emorningcoffee.com
May 8, 20215 min
Week Ended May 7th and the Week Ahead
European equity markets performed nicely last week, whilst there was heightened volatility in US equity markets. USTs, gold, oil gained.
543
tim@emorningcoffee.com
Apr 17, 20214 min
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.
460
tim@emorningcoffee.com
Apr 10, 20214 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, 20213 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, 20215 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...
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