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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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Week ended April 1st 2022
Oil settles, inflation rages, Ukraine-Russia war drags on. The result? Equities rally, Treasuries get hammered. The yield curve inverts.
tim@emorningcoffee.com
Apr 3, 20228 min read
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Week ended March 18th 2022
There were no massive surprises this past week as the Fed and BoE did just as expected, and the war in Ukraine unfortunately ground on.
tim@emorningcoffee.com
Mar 20, 20227 min read
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Week ended March 11, 2022
It was another volatile week although the direction was fairly clear as investors continued to exit equities and bonds. Inflation is back!
tim@emorningcoffee.com
Mar 12, 20226 min read
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Week ended February 4th 2022
Equities ended up thanks to GOOG and AMZN, and to a strong jobs report on Friday. The BoE raised its Bank Rate, and the ECB stood still.
tim@emorningcoffee.com
Feb 5, 20228 min read
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Week ended January 21st, 2022
This is a update of the 3rd week of 2022, another highly volatile and unsettling week covering global equities, govt bonds and other assets.
tim@emorningcoffee.com
Jan 22, 20227 min read
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Week ended December 31, 2021
This is the year-end weekly update, and what a year it was! Nearly everything worked as far as risk assets. But what does 2022 bestow?
tim@emorningcoffee.com
Jan 1, 20225 min read
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Week Ended November 19th, 2021
Weekly 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.com
Nov 20, 20216 min read
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Week Ended October 22, 2021
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
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Where we are.....what to do?
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
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