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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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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!!
260
tim@emorningcoffee.com
Jul 275 min read
Week ended July 26, 2024: mixed week, earnings and data
Markets mixed, with FTSE 100 leading the charge and Nikkei 225 getting hammered. Tech bellwethers set tone, economic data mixed.
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
Feb 36 min read
Week ended Feb 2, 2024: Earnings, Fed and US jobs
Last week dominated by five "Mag 7" companies that reported earnings (mixed bag), Fed and BoE monetary policy meetings, and economic data.
210
tim@emorningcoffee.com
Oct 28, 20235 min read
Week ended Oct 27, 2023: stocks sink
4 big tech names report beats, but investors dig deeper and didn't love everything they saw. General downdraft hammered equities anyhow,
440
tim@emorningcoffee.com
Apr 29, 20235 min read
Week ended April 28, 2023: Big tech serves up the numbers
This week was about big tech earnings, which did not disappoint, and economic data, which suggested a slowing economy but stubborn inflation
420
tim@emorningcoffee.com
Apr 5, 20234 min read
S&P 500 1Q2023: Tech stars dominate (again)
Tech companies drove the 7% return of the S&P 500 in the 1Q23. Without the "magnificent seven", the index would have been flattish.
1870
tim@emorningcoffee.com
Jan 30, 20233 min read
Musings to start the week
As we kick off the week with what looks like will be a weak opening in US stock and bond markets following weakness in Asian and European...
260
tim@emorningcoffee.com
Jan 23, 20232 min read
FAMAG (+TSLA) quarterly earnings: everything you need to know
The five mega-tech FAMAG names start reporting their quarterly earnings ended Dec 30th, 2022, this week. I also included TSLA.
410
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