tim@emorningcoffee.comApr 208 min readWeek ended April 19, 2024: not a good week!It was another challenging week for both stocks and bonds, with the sell-off in equities gaining steam as tech stocks flounder.
tim@emorningcoffee.comApr 134 min readWeek ended April 12, 2024: "hot" US CPI data wrecks marketsUS CPI data released Weds morning was the culprit, wrecking sentiment in equities and sending yields soaring. Gold and the Dollar stronger.
tim@emorningcoffee.comApr 66 min readWeek ended April 5, 2024: equities and bonds declineStocks and bonds declined last week, although stocks ended the week on a positive note after a strong US jobs report. Gold and oil higher.
tim@emorningcoffee.comMar 304 min readWeek ended March 29, 2024: end of a strong first quarterMarkets ended the last week of the first quarter strongly. Many assets reached record highs in the 1Q24: US, Japanese and European equities
tim@emorningcoffee.comMar 226 min readWeek ended March 22, 2023: It's an "everything rally" (nearly)It was an "everything rally" last week, with several equity markets touching record highs. US Treasuries also rallied. Thanks central banks
tim@emorningcoffee.comMar 155 min readWeek ended March 15, 2024: most assets falterHotter-than-expected US inflation data clobbered the bond market, and after digestion, also rattled US equities. Credit was better (again).
tim@emorningcoffee.comMar 87 min readWeek ended March 8, 2024: politics dominate landscapeEquities were mixed, UST yields were tighter across the curve. Politics garnered most attention this week, plus an ECB decision.
tim@emorningcoffee.comMar 17 min readWeek ended March 1, 2024More of the same, as risk-on sentiment pushes US equity markets to record highs. Bitcoin is soaring, too. Economic data remains supportive
tim@emorningcoffee.comFeb 244 min readWeek ended Feb 23, 2024: NVIDIA drives sentimentIt was a bifurcated week all about NVDA, which soared post-earnings, validating the AI narrative. European & Japanese equities hit records.