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.comNov 6, 20216 minWeek Ended November 5th, 2021The Fed and BoE play along, with their dovish policies pushing USTs and Gilt prices higher and causing global equities to rock!
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 1, 20214 minWeek Ended April 30 and the Week AheadThis week was mainly about earnings as 180 of the S&P 500 companies reported their quarterly results. In summary, earnings were solid.
tim@emorningcoffee.comApr 30, 202111 minInfrastructure and the American Jobs PlanThe American Jobs Plan proposed by the Biden Administration is an effort to remedy the significant underinvestment in US infrastructure.
tim@emorningcoffee.comFeb 26, 202114 minThe Next Round of Fiscal Stimulus (US)A $1.9 trillion third mega-round of fiscal stimulus in the US is pending, and it will have long-term and far-reaching economic effects.