tim@emorningcoffee.com
Week ended Nov 22, 2024: NVDA earnings, US retailers
Equities were better in the US and Europe. UST yields were marginally changed. Gold and Bitcoin soared to record highs. The Dollar was up
top of page
Home: Welcome
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.
Search
tim@emorningcoffee.com
Oct 195 min read
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.
170
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.
150
tim@emorningcoffee.com
Sep 16 min read
Week ended August 30, 2024
Earnings and economic data (especially inflation data) continued to improve risk sentiment. The yield curve inversion ended. Dollar better
170
tim@emorningcoffee.com
Aug 174 min read
Week ended Aug 16, 2024: "everything up" week!
It was an "everything up" week, with global equities, US Treasuries, corporate bonds and gold all registering gains. Happy summer!
310
tim@emorningcoffee.com
Jul 204 min read
Week ended July 19, 2024: stocks and bonds sell off
Markets were jittery much of the week, with the rotation out of tech continuing in the US. US Treasuries were also under pressure.
350
tim@emorningcoffee.com
Jul 136 min read
Week ended July 12, 2024: stocks and bonds rip
Stocks rip and bonds rip. Small cap stocks did the best in the States while tech floundered. US CPI cooler than expected. UK growth better
220
tim@emorningcoffee.com
Jun 153 min read
Week ended June 14, 2024: US inflation slows
US CPI surprised on the downside (lower than expected) this week, setting a constructive tone. The FOMC says one rate cut, Europe wobbles.
150
tim@emorningcoffee.com
Jun 127 min read
Midweek update: Apple, CPI/FOMC, GME
We have some US data coming that might matter today (CPI), but the FOMC will sit tight (also today). Discusses Apple's run and GameStop.
240
Home: Blog2
bottom of page