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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
Sep 1, 20246 min read
Week ended August 30, 2024
Earnings and economic data (especially inflation data) continued to improve risk sentiment. The yield curve inversion ended. Dollar better
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tim@emorningcoffee.com
Nov 25, 20235 min read
Week ended Nov 24, 2023: equities grind higher
Although the advance in equities slowed, it certainly did not stop even as yields pushed higher off of better-than-expected PMI data.
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tim@emorningcoffee.com
May 28, 20226 min read
Week ended May 27th 2022
US equities rally strongly into the close on Friday, bringing MtD returns for May into the green. Corp credit rallies too, the USD weakens.
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tim@emorningcoffee.com
Jul 24, 20214 min read
Week Ended July 23, 2021: "Buy the Dip"
Week ended July 23 2021. After a dismal start on Monday, investors put aside economic and pandemic concerns as S&P 500 earnings were strong
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tim@emorningcoffee.com
Sep 15, 20204 min read
SoftBank, ARM, Nvidia (and Vision Fund) - not as good as it looks
The harsh reality though is that the transaction end-to-end does not result in a particularly good outcome for the company or Vision Fund.
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tim@emorningcoffee.com
May 25, 20208 min read
Last Week and the Week Ahead (May 25-29)
This is the weekly update - what happened last week as far as markets, politics and CV19, and what does the week ahead look like?
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