tim@emorningcoffee.com
Week ended Aug 2, 2024 (and emails during week to subs)
Last week was brilliant for UST investors in duration, and horrible for investors in global equities. Culprits: Mag & and US economic data.
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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
Apr 278 min read
Week ended April 26, 2024: Earnings feature
Risk markets bounced back this week, although yields on Treasuries moved higher. GOOG, META, MSFT and TSLA released earnings.
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tim@emorningcoffee.com
Apr 208 min read
Week ended April 19, 2024: not a good week!
It was another challenging week for both stocks and bonds, with the sell-off in equities gaining steam as tech stocks flounder.
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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.
210
tim@emorningcoffee.com
Oct 28, 20235 min read
Week ended Oct 27, 2023: stocks sink
4 big tech names report beats, but investors dig deeper and didn't love everything they saw. General downdraft hammered equities anyhow,
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tim@emorningcoffee.com
Apr 29, 20235 min read
Week ended April 28, 2023: Big tech serves up the numbers
This week was about big tech earnings, which did not disappoint, and economic data, which suggested a slowing economy but stubborn inflation
420
tim@emorningcoffee.com
Apr 5, 20234 min read
S&P 500 1Q2023: Tech stars dominate (again)
Tech companies drove the 7% return of the S&P 500 in the 1Q23. Without the "magnificent seven", the index would have been flattish.
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tim@emorningcoffee.com
Jan 30, 20233 min read
Musings to start the week
As we kick off the week with what looks like will be a weak opening in US stock and bond markets following weakness in Asian and European...
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tim@emorningcoffee.com
Jan 23, 20232 min read
FAMAG (+TSLA) quarterly earnings: everything you need to know
The five mega-tech FAMAG names start reporting their quarterly earnings ended Dec 30th, 2022, this week. I also included TSLA.
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