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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 Feb 21, 2025: stocks slip and bonds improve
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
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Week ended May 24, 2024: NVDA rallies boosting US stocks
Both equity and bonds were a touch softer last week. Even stellar earnings by NVDA could not completely save the day, although amazing.
tim@emorningcoffee.com
May 25, 20245 min read
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Week ended April 14, 2023
Bank earnings better-than-expected, inflation slowing Stateside. Investors mixed, with equities higher and bond prices lower. Credit stable
tim@emorningcoffee.com
Apr 15, 20234 min read
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Week ended April 7, 2023
It was a holiday shortened week devoid of direction, with economic data providing a mixed picture. Oil, gold higher. Equities weaker.
tim@emorningcoffee.com
Apr 8, 20234 min read
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US labour report stokes late-week rally (weekly update)
US markets started the year poorly, but a balanced NFP report for Dec, released Friday, cheered investors. European equities even stronger.
tim@emorningcoffee.com
Jan 7, 20233 min read
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WEEKLY: Risk markets grind higher
Stocks and bonds are much better on the week, continuing a nice run in the 4Q22. The rally is broadening and orderly. Too much, too fast?
tim@emorningcoffee.com
Nov 26, 20224 min read
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Week ended July 8th, 2022
US jobs report over-rode concerns re resignation of UK PM Johnson and assassination of former Japanese PM Abe. Bonds tank, equities rally.
tim@emorningcoffee.com
Jul 10, 20226 min read
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Week ended May 27th 2022
US equities rally strongly into the close on Friday, bringing MtD returns for May into the green. Corp credit rallies too, the USD weakens.
tim@emorningcoffee.com
May 28, 20226 min read
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