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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

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,

tim@emorningcoffee.com

Apr 29, 20235 min read

This week was about big tech earnings, which did not disappoint, and economic data, which suggested a slowing economy but stubborn inflation

tim@emorningcoffee.com

Jan 21, 20235 min read

Markets largely slid sideways this week. Large tech companies continue layoffs. Economic data suggests peak inflation has been reached.

tim@emorningcoffee.com

Jul 26, 20226 min read

This is a monumental week for earnings, with 167 S&P 500 companies – including all five FAMAG big tech companies – reporting results.

tim@emorningcoffee.com

Apr 30, 20228 min read

Sentiment started poorly, stabilised and then tanked, driven generally by earnings with Amazon being a key (negative) driver.

tim@emorningcoffee.com

Feb 5, 20228 min read

Equities ended up thanks to GOOG and AMZN, and to a strong jobs report on Friday. The BoE raised its Bank Rate, and the ECB stood still.

tim@emorningcoffee.com

Jan 29, 20228 min read

What a week this was! Equities were all over the place rattled by the Fed's Q&A (post-FOMC mins), and buffeted by earnings from MSFT & AAPL

tim@emorningcoffee.com

Jan 12, 20223 min read

Update on the FAMAG stocks (+TSLA, NVDA), an amazing group of stocks. These cos are important contributors to the S&P 500.

tim@emorningcoffee.com

Oct 30, 20218 min read

FAMAG/other corp earnings/news, US 3Q21 GDP, UK '22 budget, ECB rate decision, Biden fiscal plan, G20 / COP26 meetings..lots to move markets

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