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
Oct 19, 20245 min read
Week ended October 18, 2024: more records
US stocks and gold hit more record highs. S&P 500 earnings mixed: banks strong, chip companies mixed, luxury struggles.
18
0
tim@emorningcoffee.com
Jun 15, 20243 min read
Week ended June 14, 2024: US inflation slows
US CPI surprised on the downside (lower than expected) this week, setting a constructive tone. The FOMC says one rate cut, Europe wobbles.
15
0
tim@emorningcoffee.com
Aug 12, 20235 min read
Week ended August 11, 2023: rather boring
Dullsville although markets did gyrate a bit, with equities and bonds lower, the USD, credit and oil better. US inflation bang on.
40
0
tim@emorningcoffee.com
Jan 14, 20236 min read
WEEKLY: Goldilocks CPI report spurs risk rally
A goldilocks CPI report for Dec cheered markets on Thurs. spurring further risk-on. Bank earnings had warnings on Friday that were ignored.
29
0
tim@emorningcoffee.com
Apr 3, 20228 min read
Week ended April 1st 2022
Oil settles, inflation rages, Ukraine-Russia war drags on. The result? Equities rally, Treasuries get hammered. The yield curve inverts.
81
0
tim@emorningcoffee.com
Jun 5, 20215 min read
Week Ended June 4th: Meme stocks feature in a blah market (until Friday)
Weekly update from E-MorningCoffee covering financial markets and macroeconomic events of the past week.
45
2
Home: Blog2
bottom of page