tim@emorningcoffee.com
Week ended October 18, 2024: more records
US stocks and gold hit more record highs. S&P 500 earnings mixed: banks strong, chip companies mixed, luxury struggles.
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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
Oct 125 min read
Week ended Oct 11, 2024: more record highs for US stocks
CPI slightly hotter than expected, and earnings off to a good start. Yields continue to back up, US stocks at record high close.
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tim@emorningcoffee.com
Oct 55 min read
Week ended October 4, 2024: soft landing in sight
Risk remains asymmetrical to the downside, but a robust US jobs report cheered risk investors on Friday and sent UST yields sharply higher.
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tim@emorningcoffee.com
Sep 285 min read
Week ended Sept 27, 2024: China delivers stimulus, PCE data in line
Chinese stimulus measures buoyed stocks globally, and US Treasuries were stable. Gold paused and oil fell. The Dollar was weaker.
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tim@emorningcoffee.com
Jan 273 min read
Week ended Jan 26, 2024: US data, China, Tesla, central bank decisions
Lots of US economic data last week that pushed the S&P 500 to another record level. UST yields flattish. Chinese equities better. Read on
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tim@emorningcoffee.com
Jan 204 min read
Week ended Jan 19, 2024: S&P 500 closes at record high
The S&P 500 closed at a record high. European and EM stocks slumped. USTs also got hammered. Davos and economic data drove sentiment.
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tim@emorningcoffee.com
Jan 231 min read
Some investment "thoughts" to start off the new year
2023 was an amazing year for nearly all traditional asset classes around the world. Can this carry-on? This article covers my thoughts.
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tim@emorningcoffee.com
Sep 10, 20234 min read
Week ended Sept 8 2023: stocks and bonds sag (again)
Stocks and bonds sagged again this week, as overall sentiment remains fragile. Apple and corporate bond supply might have been culprits too
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tim@emorningcoffee.com
Jun 7, 20228 min read
2022 so far: not a year to remember for investors!
2022 has been an abysmal year for most indices and asset classes globally, with the exceptions being oil, gold and the FTSE 100. Now what?
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