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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.

tim@emorningcoffee.com

Nov 27 min read

Week ended Nov 1, 2024: UK autumn budget, earnings, economic data

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

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.

tim@emorningcoffee.com

Jan 28, 20234 min read

WEEKLY: Risk assets head to the moon!

We are going "to the moon" across risk assets of all types. Can this continue? I'm not convinced but it's been a great start to 2023!

tim@emorningcoffee.com

Jan 21, 20235 min read

WEEKLY: News mixed, markets skid sideways

Markets largely slid sideways this week. Large tech companies continue layoffs. Economic data suggests peak inflation has been reached.

tim@emorningcoffee.com

Jul 26, 20226 min read

FAMAG earnings: investors on edge

This is a monumental week for earnings, with 167 S&P 500 companies – including all five FAMAG big tech companies – reporting results.

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