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.comMar 17 min readWeek ended March 1, 2024More of the same, as risk-on sentiment pushes US equity markets to record highs. Bitcoin is soaring, too. Economic data remains supportive
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.comJul 23, 20228 min readWeek ended July 22, 2022ECB shocks markets with a 50bps increases in rates, Italy in turmoil, PMI data weak, inflation rages, global equities and credit better WoW
