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.

Mag 7 stocks, earnings, "hands off" the Fed and Jeffrey Sachs at ADF

Quick look to start the week with earnings, including TSLA and GOOG, Jeffrey Sachs explaining poor Trump policies and the Fed's independence

tim@emorningcoffee.com

4 days ago4 min read

This is a very brief update for the Mag 7 stocks for 1Q2025, all of which were down, several sharply. It is not getting better either!

tim@emorningcoffee.com

Apr 39 min read

For investors, it is not easy staying focused these days on the substantive economic and business data that matter for your portfolio....

tim@emorningcoffee.com

Feb 216 min read

The week started and ended poorly for US stocks, delivering losses for the week. European stocks have been the best performers YtD.

tim@emorningcoffee.com

Feb 15 min read

Bond yields ticked up after an in-line Nov CPI report, reminding investors the inflation battle is not over. Stocks were weaker.,

tim@emorningcoffee.com

Dec 14, 20246 min read

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

Nov 2, 20247 min read

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

Aug 10, 20245 min read

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 24, 20244 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

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