trends | 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.

Sep 7, 20237 min read

Jobs reports: are US jobs trending in the right direction?

This article is about jobs, more specifically, what is the key data? And what does the most recent data suggest about the future?

Feb 8, 20235 min read

Earnings (so far): good or bad?

Earnings for S&P 500 companies have been "better-than-expected" so far. Does this tell the whole story? Stocks are ripping anyway!

Dec 22, 202210 min read

Predicting stock prices: 2023

The consensus view is that stocks will rise modestly in 2023. History has proven one thing – analysts will be wrong!

Home: Blog2