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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

3 days ago6 min read

Week ended Feb 28, 2025: investors are "risk off"

Market volatility is increasing due to erratic US government policies. Bonds, gold, and foreign stocks are the place to hide.

tim@emorningcoffee.com

Jan 293 min read

DeepSeek wrecks outlook for AI companies; Mag 7 companies MSFT, META, TSLA and AAPL report earnings; FOMC expected to hold rates

tim@emorningcoffee.com

Nov 23, 20246 min read

Equities were better in the US and Europe. UST yields were marginally changed. Gold and Bitcoin soared to record highs. The Dollar was up

tim@emorningcoffee.com

Oct 19, 20245 min read

US stocks and gold hit more record highs. S&P 500 earnings mixed: banks strong, chip companies mixed, luxury struggles.

tim@emorningcoffee.com

Sep 1, 20246 min read

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

tim@emorningcoffee.com

Jun 22, 20246 min read

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

May 25, 20245 min read

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

Feb 20, 20245 min read

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

tim@emorningcoffee.com

Apr 5, 20234 min read

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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