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.comAug 22, 20215 minWeek 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
tim@emorningcoffee.comMay 26, 202110 minInflation: Transient or Persistent, Lessons from the 1970sThis 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
tim@emorningcoffee.comApr 10, 20214 minWeek Ended April 9th: "Back to the Future"Update for this past week in equities, credit, and other assets. IMF projects growth, SPACs under pressure, bank earnings coming, etc.