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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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Week ended April 29th, 2022
Sentiment started poorly, stabilised and then tanked, driven generally by earnings with Amazon being a key (negative) driver.
tim@emorningcoffee.com
Apr 30, 20228 min read
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Week ended February 4th 2022
Equities ended up thanks to GOOG and AMZN, and to a strong jobs report on Friday. The BoE raised its Bank Rate, and the ECB stood still.
tim@emorningcoffee.com
Feb 5, 20228 min read
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Week Ended January 28th 2022
What a week this was! Equities were all over the place rattled by the Fed's Q&A (post-FOMC mins), and buffeted by earnings from MSFT & AAPL
tim@emorningcoffee.com
Jan 29, 20228 min read
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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
tim@emorningcoffee.com
Oct 30, 20218 min read
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Week ended Sept 10 2021: US equities fade
US equities were weaker whilst equities in Japan and China were up sharply. Bitcoin was down 10%, USTs little changed. Rather quiet week.
tim@emorningcoffee.com
Sep 11, 20214 min read
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NVDA and stock splits
This article looks at the performance of #NVDA, which is doing a 4-1 stock split announced in May. NVDA is compared to #AAPL and #TSLA.
tim@emorningcoffee.com
Jul 20, 20213 min read
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Week Ended April 30 and the Week Ahead
This week was mainly about earnings as 180 of the S&P 500 companies reported their quarterly results. In summary, earnings were solid.
tim@emorningcoffee.com
May 1, 20214 min read
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Revisiting the High Flyers
This article revisits 22 high flyers of which nearly all analysts' consensus revs and EPS in most recent quarter but are off their highs.
tim@emorningcoffee.com
Apr 8, 20217 min read
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