tim@emorningcoffee.com
Week ended May 17, 2024: it was an "everything up" week
The week started with a short-lived meme frenzy, which fade quickly. Slightly weaker US data then took centre stage.
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
May 124 min read
Week ended May 10, 2024: equities rise further
Equities better bid in a holiday-shortened week, one void of meaningful economic data and the last serious tranche of earnings.
300
tim@emorningcoffee.com
Apr 278 min read
Week ended April 26, 2024: Earnings feature
Risk markets bounced back this week, although yields on Treasuries moved higher. GOOG, META, MSFT and TSLA released earnings.
280
tim@emorningcoffee.com
Apr 208 min read
Week ended April 19, 2024: not a good week!
It was another challenging week for both stocks and bonds, with the sell-off in equities gaining steam as tech stocks flounder.
200
tim@emorningcoffee.com
Apr 134 min read
Week ended April 12, 2024: "hot" US CPI data wrecks markets
US CPI data released Weds morning was the culprit, wrecking sentiment in equities and sending yields soaring. Gold and the Dollar stronger.
240
tim@emorningcoffee.com
Mar 155 min read
Week ended March 15, 2024: most assets falter
Hotter-than-expected US inflation data clobbered the bond market, and after digestion, also rattled US equities. Credit was better (again).
210
tim@emorningcoffee.com
Mar 17 min read
Week ended March 1, 2024
More of the same, as risk-on sentiment pushes US equity markets to record highs. Bitcoin is soaring, too. Economic data remains supportive
620
tim@emorningcoffee.com
Jan 134 min read
Week ended January 12, 2024: focus on Bitcoin ETFs
Last week was about US inflation data and the approval of Bitcoin ETFs. CPI was slightly hot, and PPI was weak, sending yields lower.
330
tim@emorningcoffee.com
Oct 21, 20235 min read
Week ended October 20, 2023: yields spike
Yields spiked this week, one of several factors leading to a decisive risk-off feeling as equities tanked and gold roared forward.
530
Home: Blog2
bottom of page