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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 25, 2025 (early edition): earnings, whining and wining
This is the early edition of the weekly, covering earnings (TSLA and GOOG), Trump capitulation (again) and 2024 en primeur Bordeaux campaign
tim@emorningcoffee.com
14 hours ago6 min read
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Mag 7 stocks, earnings, "hands off" the Fed and Jeffrey Sachs at ADF
Quick look to start the week with earnings, including TSLA and GOOG, Jeffrey Sachs explaining poor Trump policies and the Fed's independence
tim@emorningcoffee.com
4 days ago4 min read
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Week ended July 26, 2024: mixed week, earnings and data
Markets mixed, with FTSE 100 leading the charge and Nikkei 225 getting hammered. Tech bellwethers set tone, economic data mixed.
tim@emorningcoffee.com
Jul 27, 20245 min read
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S&P 500 1Q2023: Tech stars dominate (again)
Tech companies drove the 7% return of the S&P 500 in the 1Q23. Without the "magnificent seven", the index would have been flattish.
tim@emorningcoffee.com
Apr 5, 20234 min read
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WEEKLY: Fed walks back risk markets
Fed-speak undid the bond market as yields rose 20bps across the curve. NASDAQ paid the price. Oil sharply high, USD stable. FTSE 100 up.
tim@emorningcoffee.com
Feb 11, 20234 min read
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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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