#Refinitiv

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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.

tim@emorningcoffee.com

Apr 27, 20248 min read

Week ended April 26, 2024: Earnings feature

Risk markets bounced back this week, although yields on Treasuries moved higher. GOOG, META, MSFT and TSLA released earnings.

tim@emorningcoffee.com

Oct 14, 20233 min read

A deferred reaction to war in the Middle East meant that equities rallied and bonds sold off in the first half of the week, but then......

tim@emorningcoffee.com

Nov 5, 20227 min read

US equities and bonds get crushed, other global equity markets improve. USTs weaker, gold rallies, oil up and USD lower. Fed, BoE raise.

tim@emorningcoffee.com

Oct 29, 20226 min read

This week was mainly about earnings, including banks, FAMAG companies and oil giants. ECB and BoJ behaved as expected. US 3Q22 GDP beats.

tim@emorningcoffee.com

May 14, 20227 min read

This past week was a downer for equities, saved only by a late-session recovery on Thursday with the rally extending into Friday.

tim@emorningcoffee.com

Aug 14, 20215 min read

This is the E-MorningCoffee weekly update. Equities continued their steady march up whilst the UST market shrugged off CPI and PPI data.

tim@emorningcoffee.com

Aug 7, 20214 min read

Weekly update for the week ended Aug 6th 2021. USTs tank on Friday after strong jobs report, but US / global equities deliver a strong week,

tim@emorningcoffee.com

Jul 31, 20214 min read

Global equities had a poor week across the board, one of the few this year, with nearly all of the major bourses I track losing ground. ...

tim@emorningcoffee.com

Jul 24, 20214 min read

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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