tim@emorningcoffee.com
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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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
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.
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tim@emorningcoffee.com
Jan 134 min read
Week ended January 12, 2024: focus on Bitcoin ETFs
Last week was about US inflation data and the approval of Bitcoin ETFs. CPI was slightly hot, and PPI was weak, sending yields lower.
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tim@emorningcoffee.com
Jan 231 min read
Some investment "thoughts" to start off the new year
2023 was an amazing year for nearly all traditional asset classes around the world. Can this carry-on? This article covers my thoughts.
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tim@emorningcoffee.com
Jul 22, 20234 min read
Week ended July 21, 2023: TSLA and NFLX drive sentiment
It's fair to say that disappointing results from Netflix and Tesla stopped the market in its tracks, although UK CPI was better.
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tim@emorningcoffee.com
Jul 15, 20233 min read
Week ended July 14, 2023: Investors party!
Stock and bond investors party hard, with equities ripping and US Treasury yields dropping sharply. A benign June CPI report was key driver
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tim@emorningcoffee.com
Jul 1, 20236 min read
Week ended June 30, 2023: Equity markets on fire!
It was a scorching end to a fantastic first half of 2023, if you are long equities. Less so perhaps if you are long bonds. And Apple!!
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tim@emorningcoffee.com
May 21, 20233 min read
Week ended May 19, 2023
Not a lot of news this week aside from the debt ceiling discussions and earnings from US retailers Walmart, Home Depot and Target.
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tim@emorningcoffee.com
Jun 7, 20228 min read
2022 so far: not a year to remember for investors!
2022 has been an abysmal year for most indices and asset classes globally, with the exceptions being oil, gold and the FTSE 100. Now what?
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