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
Mar 19, 20236 min read
Musings to start the week (and it's all about banks)
UBS was seemingly strong-armed into a stock-for-stock acquisition of CS, ending that saga. What does this mean for global banking system?
410
tim@emorningcoffee.com
Mar 15, 20237 min read
Moral hazard following SIVB
The Fed, Treasury and FIDC took two steps last Sunday to address the SIVB situation. Are these effectively a form or moral hazard?
720
tim@emorningcoffee.com
Jan 7, 20233 min read
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.
180
tim@emorningcoffee.com
Dec 24, 20222 min read
WEEKLY: Worse than expected on declining volumes
Markets generally worse than expected on declining volumes, as we head to the holiday break. BoJ shocked markets, US PCE in-line.
270
tim@emorningcoffee.com
Sep 17, 20226 min read
Week ended Sept 16th 2022
Not a good week at all for most asset classes, with the culprit being worst-than-expected CPI in the US. Economic data weak elsewhere too.
550
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.
600
tim@emorningcoffee.com
Mar 5, 20225 min read
Week Ended March 4th 2022
Ukraine-Russia conflict dominates news, although inflation data in the Eurozone and US continues to be red hot. Investors don't care!
690
tim@emorningcoffee.com
Nov 8, 20218 min read
Enjoy these stocks if you own them; tread carefully if you don’t
This article looks at recent performance of and valuation metrics of the FAMAG stocks and four others: SHOP, NVDA, TSLA and NFLX.
1150
Home: Blog2
bottom of page