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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.
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tim@emorningcoffee.com
4 days ago5 min read
Week ended Jan 31, 2025: earnings and central bank decisions dominate
The week started and ended poorly for US stocks, delivering losses for the week. European stocks have been the best performers YtD.
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tim@emorningcoffee.com
Dec 14, 20246 min read
Week ended Dec 13, 2024: markets slightly weaker
Bond yields ticked up after an in-line Nov CPI report, reminding investors the inflation battle is not over. Stocks were weaker.,
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tim@emorningcoffee.com
Nov 2, 20247 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!!
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tim@emorningcoffee.com
Aug 10, 20245 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.
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tim@emorningcoffee.com
Feb 24, 20244 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.
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tim@emorningcoffee.com
Feb 3, 20246 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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