tim@emorningcoffee.com
Week ended July 5, 2024: UK election and US jobs report
Labour wins overwhelming majority in UK Parliamentary election. US jobs report favourable for inflation. French election ahead.
top of page
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.
Search
tim@emorningcoffee.com
May 186 min read
Week ended May 17, 2024: it was an "everything up" week
The week started with a short-lived meme frenzy, which fade quickly. Slightly weaker US data then took centre stage.
260
tim@emorningcoffee.com
Apr 278 min read
Week ended April 26, 2024: Earnings feature
Risk markets bounced back this week, although yields on Treasuries moved higher. GOOG, META, MSFT and TSLA released earnings.
280
tim@emorningcoffee.com
Mar 226 min read
Week ended March 22, 2023: It's an "everything rally" (nearly)
It was an "everything rally" last week, with several equity markets touching record highs. US Treasuries also rallied. Thanks central banks
280
tim@emorningcoffee.com
Dec 30, 20233 min read
Week ended Dec 29, 2023: end of year (short) edition
We ended the year very much along the themes that drove 4Q23. Equities and government bonds were better bid across the board. 2024??
570
tim@emorningcoffee.com
Sep 30, 20237 min read
Week ended Sept 29, 2023 (end of 3Q)
Dismal end to a dismal quarter, with stocks down and bonds getting hammered. US govt shutdown, US housing market and UST market worries.
480
tim@emorningcoffee.com
Jul 22, 20234 min read
Week ended July 21, 2023: TSLA and NFLX drive sentiment
It's fair to say that disappointing results from Netflix and Tesla stopped the market in its tracks, although UK CPI was better.
210
tim@emorningcoffee.com
Aug 23, 20226 min read
The Federal Reserve's balance sheet
The Federal Reserve is in the early stages of reducing its balance sheet, or quantitative tightening ("QT").
2260
Home: Blog2
bottom of page