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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.

Week ended Dec 6, 2024: risk markets and USTs better, Bitcoin soars to record

Stocks reached more record highs in the US, but Asian and European stocks outperformed. UST yields slightly lower. Bitcoin soars to record

tim@emorningcoffee.com

Dec 7, 20247 min read

Risk remains asymmetrical to the downside, but a robust US jobs report cheered risk investors on Friday and sent UST yields sharply higher.

tim@emorningcoffee.com

Oct 5, 20245 min read

US Labor Day holiday marked the unofficial end of summer, and also a demarcation for risk sentiment. Bonds rallied and stocks got hammered.

tim@emorningcoffee.com

Sep 7, 20246 min read

Stocks and bonds were better on the week in spite of a strong May jobs report released Friday morning. Gold and oil weaker, USD stronger.

tim@emorningcoffee.com

Jun 8, 20246 min read

Earnings and economic data were all relatively to the liking of equity and bond investors alike, providing a boost for assets last week.

tim@emorningcoffee.com

May 4, 20245 min read

Equities were mixed, UST yields were tighter across the curve. Politics garnered most attention this week, plus an ECB decision.

tim@emorningcoffee.com

Mar 8, 20247 min read

Last week dominated by five "Mag 7" companies that reported earnings (mixed bag), Fed and BoE monetary policy meetings, and economic data.

tim@emorningcoffee.com

Feb 3, 20246 min read

This article is about jobs, more specifically, what is the key data? And what does the most recent data suggest about the future?

tim@emorningcoffee.com

Sep 7, 20237 min read

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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