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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

Week ended August 30, 2024

Earnings and economic data (especially inflation data) continued to improve risk sentiment. The yield curve inversion ended. Dollar better

tim@emorningcoffee.com

Week ended June 21, 2024

European and most US equity indices better, with UST yields widening across the curve. Focus in on elections in the UK and Europe.

tim@emorningcoffee.com

Week ended May 24, 2024: NVDA rallies boosting US stocks

Both equity and bonds were a touch softer last week. Even stellar earnings by NVDA could not completely save the day, although amazing.

tim@emorningcoffee.com

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.

tim@emorningcoffee.com

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.

tim@emorningcoffee.com

Revisiting semi-conductors

This article takes a quick look at the semi-conductor value-chain, including chip designers, fabricators and chip machinery makers.

tim@emorningcoffee.com

Week ended Nov 24, 2023: equities grind higher

Although the advance in equities slowed, it certainly did not stop even as yields pushed higher off of better-than-expected PMI data.

tim@emorningcoffee.com

Week ended Aug 25th 2023: Nvidia, Jackson Hole and real interest rates

Rather uneventful week in markets although equities generally better and yields a touch wider. Focus was on Jackson Hole, NVDA and rates.

tim@emorningcoffee.com

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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