tim@emorningcoffee.comDec 11, 20217 minWeek ended December 10th 2021What a difference a few days make! We are solidly risk-on now, as conviction increased throughout the week. Equities had strong returns.
tim@emorningcoffee.comNov 20, 20216 minWeek Ended November 19th, 2021Weekly update for the past week, ended Nov 19th 2021. Bitcoin and oil were the big losers, with stocks mixed but showed modest gains.
tim@emorningcoffee.comOct 16, 20213 minWeek 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.
tim@emorningcoffee.comOct 9, 20214 minWeek 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.
tim@emorningcoffee.comOct 2, 20215 minWeek ended October 1st 2021Weekly update: equities stumble (again) ending the worst month since the pandemic. Govt bonds sell off too. Credit weakens, oil increases.
tim@emorningcoffee.comSep 11, 20214 minWeek ended Sept 10 2021: US equities fadeUS equities were weaker whilst equities in Japan and China were up sharply. Bitcoin was down 10%, USTs little changed. Rather quiet week.
tim@emorningcoffee.comAug 14, 20215 minWeek Ended Aug 13th 2021: Inflation runs hot, markets don't careThis is the E-MorningCoffee weekly update. Equities continued their steady march up whilst the UST market shrugged off CPI and PPI data.
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