tim@emorningcoffee.comOct 195 min readWeek ended October 18, 2024: more recordsUS stocks and gold hit more record highs. S&P 500 earnings mixed: banks strong, chip companies mixed, luxury struggles.
tim@emorningcoffee.comSep 285 min readWeek ended Sept 27, 2024: China delivers stimulus, PCE data in lineChinese stimulus measures buoyed stocks globally, and US Treasuries were stable. Gold paused and oil fell. The Dollar was weaker.
tim@emorningcoffee.comAug 311 min readWeek ended Aug 2, 2024 (and emails during week to subs)Last week was brilliant for UST investors in duration, and horrible for investors in global equities. Culprits: Mag & and US economic data.
tim@emorningcoffee.comJun 127 min readMidweek update: Apple, CPI/FOMC, GMEWe have some US data coming that might matter today (CPI), but the FOMC will sit tight (also today). Discusses Apple's run and GameStop.
