tim@emorningcoffee.com1 day ago6 min readWeek ended Nov 22, 2024: NVDA earnings, US retailersEquities 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.comSep 16 min readWeek ended August 30, 2024Earnings and economic data (especially inflation data) continued to improve risk sentiment. The yield curve inversion ended. Dollar better
tim@emorningcoffee.comFeb 244 min readWeek ended Feb 23, 2024: NVIDIA drives sentimentIt was a bifurcated week all about NVDA, which soared post-earnings, validating the AI narrative. European & Japanese equities hit records.
tim@emorningcoffee.comNov 25, 20235 min readWeek ended Nov 24, 2023: equities grind higherAlthough the advance in equities slowed, it certainly did not stop even as yields pushed higher off of better-than-expected PMI data.
tim@emorningcoffee.comApr 5, 20234 min readS&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.
