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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.

Week ended April 25, 2025 (early edition): earnings, whining and wining

This is the early edition of the weekly, covering earnings (TSLA and GOOG), Trump capitulation (again) and 2024 en primeur Bordeaux campaign

tim@emorningcoffee.com

14 hours ago6 min read

Quick look to start the week with earnings, including TSLA and GOOG, Jeffrey Sachs explaining poor Trump policies and the Fed's independence

tim@emorningcoffee.com

4 days ago4 min read

Bond yields ticked up after an in-line Nov CPI report, reminding investors the inflation battle is not over. Stocks were weaker.,

tim@emorningcoffee.com

Dec 14, 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

Nov 23, 20246 min read

Some stocks that clearly "track" President-elect Trump's varied campaign promises have rallied hard, including TSLA, BTC, COIN and KRE.

tim@emorningcoffee.com

Nov 12, 20245 min read

Both equity and bond markets lost ground last week, although Chinese stocks were positive as well the NASDAQ following TSLA earnings.

tim@emorningcoffee.com

Oct 26, 20245 min read

Markets mixed, with FTSE 100 leading the charge and Nikkei 225 getting hammered. Tech bellwethers set tone, economic data mixed.

tim@emorningcoffee.com

Jul 27, 20245 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.

tim@emorningcoffee.com

Apr 5, 20234 min read

Love it or hate it, the fact is that Tesla's stock performance has left nearly all peers – tech and automotive – in the dust. Now what?

tim@emorningcoffee.com

Sep 22, 20226 min read

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