tim@emorningcoffee.comDec 18, 20217 minWeek ended December 17th, 2021Focus this past week was on four of the world's major central banks, which provided the latest glimpse into the path of monetary policy.
tim@emorningcoffee.comNov 27, 20217 minWeek Ended November 26th, 2021This week was all about Friday, as global equities were hammered after news of the new COVID variant. It was squarely risk-off in markets.
tim@emorningcoffee.comOct 30, 20218 minWeek Ended October 29th, 2021FAMAG/other corp earnings/news, US 3Q21 GDP, UK '22 budget, ECB rate decision, Biden fiscal plan, G20 / COP26 meetings..lots to move markets
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.comSep 25, 20214 minWeek Ended Sept 24th, 2021: Equities claw back Monday's sharp lossesThe week started poorly but by the end of the week, the Fed had provided just enough fuel to stoke on buy-the-dip investors.
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.comSep 7, 20218 minA look back at returns during the pandemicThis article looks at asset returns across various equity indices (US and global) and other asset classes during the pandemic and longer.
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.