Mag 7 | E-Morning Coffee

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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.

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!!

tim@emorningcoffee.com

Aug 105 min read

Week ended August 9, 2024: back where we started

It was a highly volatile week in bond and risk markets, which makes it hard to believe that we ended the week about where we started.

tim@emorningcoffee.com

Feb 244 min read

Week ended Feb 23, 2024: NVIDIA drives sentiment

It was a bifurcated week all about NVDA, which soared post-earnings, validating the AI narrative. European & Japanese equities hit records.

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.

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