tim@emorningcoffee.comJun 86 minWeek ended June 7, 2024: US jobs surpriseStocks and bonds were better on the week in spite of a strong May jobs report released Friday morning. Gold and oil weaker, USD stronger.
tim@emorningcoffee.comMay 255 minWeek ended May 24, 2024: NVDA rallies boosting US stocksBoth equity and bonds were a touch softer last week. Even stellar earnings by NVDA could not completely save the day, although amazing.
tim@emorningcoffee.comApr 66 minWeek ended April 5, 2024: equities and bonds declineStocks and bonds declined last week, although stocks ended the week on a positive note after a strong US jobs report. Gold and oil higher.
tim@emorningcoffee.comOct 7, 20237 minWeek ended Oct 6, 2023: markets remain fragileMarkets feeling increasingly fragile as UST yields head higher and equities bounce around. Uncertainty and risks abound. Not feelin' it!
tim@emorningcoffee.comSep 23, 20236 minWeek ended Sept 22, 2023: Central bank trifecta, recent IPOsThe central bank trifecta this week unfolded largely as expected. US bonds and equities puked on the Fed's "higher for longer".
tim@emorningcoffee.comApr 24, 20237 minThe US debt ceiling debacleThe debt ceiling is front & centre as the date the US Treasury runs out of cash is drawing dangerously near. Here's my two cents, enjoy!