tim@emorningcoffee.com
Week Ended January 7th 2022
It was a shaky start to 2022, with both equities and bonds getting hammered as sentiment soured and the Fed's hawkish tilt gained momentum.
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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
Jan 1, 20225 min read
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?
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tim@emorningcoffee.com
Dec 11, 20217 min read
Week ended December 10th 2021
What a difference a few days make! We are solidly risk-on now, as conviction increased throughout the week. Equities had strong returns.
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tim@emorningcoffee.com
Nov 19, 20216 min read
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.
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tim@emorningcoffee.com
Nov 6, 20216 min read
Week Ended November 5th, 2021
The Fed and BoE play along, with their dovish policies pushing USTs and Gilt prices higher and causing global equities to rock!
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tim@emorningcoffee.com
Oct 30, 20218 min read
Week Ended October 29th, 2021
FAMAG/other corp earnings/news, US 3Q21 GDP, UK '22 budget, ECB rate decision, Biden fiscal plan, G20 / COP26 meetings..lots to move markets
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tim@emorningcoffee.com
Sep 25, 20214 min read
Week Ended Sept 24th, 2021: Equities claw back Monday's sharp losses
The week started poorly but by the end of the week, the Fed had provided just enough fuel to stoke on buy-the-dip investors.
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tim@emorningcoffee.com
Aug 22, 20215 min read
Week ended Aug 20th 2020: Saved by Friday!
Equity markets were rescued from what would have been a dismal week by Friday's rally in US stocks. Concerns include Delta, China, tapering
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tim@emorningcoffee.com
May 26, 202110 min read
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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