risk on | E-Morning Coffee

Home: Welcome

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

Dec 77 min read

Week ended Dec 6, 2024: risk markets and USTs better, Bitcoin soars to record

Stocks reached more record highs in the US, but Asian and European stocks outperformed. UST yields slightly lower. Bitcoin soars to record

tim@emorningcoffee.com

Sep 146 min read

Week ended Sept 13, 2024: it was an "everything up" week

It was one of those weeks that if you didn't chalk up portfolio gains, it would be difficult to figure out why. Bonds and stocks rallied.

tim@emorningcoffee.com

Jul 136 min read

Week ended July 12, 2024: stocks and bonds rip

Stocks rip and bonds rip. Small cap stocks did the best in the States while tech floundered. US CPI cooler than expected. UK growth better

tim@emorningcoffee.com

Mar 18, 20235 min read

Week ended March 17, 2023

Bank concerns continue even as solutions were put forth for First Republic and CS. NASDAQ and Bitcoin rally, other markets signal risk off

tim@emorningcoffee.com

Sep 10, 20227 min read

Week ended Sept 9, 2022

The Labor Day holiday in the US on Monday and the Queen's death on Thursday framed the week, with risk assets rallying strongly on Friday.

Home: Blog2