earnings | E-Morning Coffee

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.

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

3 days ago4 min read

For investors, it is not easy staying focused these days on the substantive economic and business data that matter for your portfolio....

tim@emorningcoffee.com

Feb 216 min read

UK autumn budget, earnings galore (including five "Mag 7" companies), and gobs of economic data...just as we lead into the US election!!

tim@emorningcoffee.com

Nov 2, 20247 min read

CPI slightly hotter than expected, and earnings off to a good start. Yields continue to back up, US stocks at record high close.

tim@emorningcoffee.com

Oct 12, 20245 min read

Earnings and economic data (especially inflation data) continued to improve risk sentiment. The yield curve inversion ended. Dollar better

tim@emorningcoffee.com

Sep 1, 20246 min read

Markets were jittery much of the week, with the rotation out of tech continuing in the US. US Treasuries were also under pressure.

tim@emorningcoffee.com

Jul 20, 20244 min read

Earnings for S&P 500 companies have been "better-than-expected" so far. Does this tell the whole story? Stocks are ripping anyway!

tim@emorningcoffee.com

Feb 8, 20235 min read

The five mega-tech FAMAG names start reporting their quarterly earnings ended Dec 30th, 2022, this week. I also included TSLA.

tim@emorningcoffee.com

Jan 23, 20232 min read

The consensus view is that stocks will rise modestly in 2023. History has proven one thing – analysts will be wrong!

tim@emorningcoffee.com

Dec 22, 202210 min read

Home: Blog2