tim@emorningcoffee.com
Does the "Trump rally" have legs?
Some stocks that clearly "track" President-elect Trump's varied campaign promises have rallied hard, including TSLA, BTC, COIN and KRE.
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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.
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tim@emorningcoffee.com
Jun 86 min read
Week ended June 7, 2024: US jobs surprise
Stocks and bonds were better on the week in spite of a strong May jobs report released Friday morning. Gold and oil weaker, USD stronger.
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tim@emorningcoffee.com
May 255 min read
Week ended May 24, 2024: NVDA rallies boosting US stocks
Both equity and bonds were a touch softer last week. Even stellar earnings by NVDA could not completely save the day, although amazing.
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tim@emorningcoffee.com
Apr 66 min read
Week ended April 5, 2024: equities and bonds decline
Stocks and bonds declined last week, although stocks ended the week on a positive note after a strong US jobs report. Gold and oil higher.
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tim@emorningcoffee.com
Oct 7, 20237 min read
Week ended Oct 6, 2023: markets remain fragile
Markets feeling increasingly fragile as UST yields head higher and equities bounce around. Uncertainty and risks abound. Not feelin' it!
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tim@emorningcoffee.com
Sep 23, 20236 min read
Week ended Sept 22, 2023: Central bank trifecta, recent IPOs
The central bank trifecta this week unfolded largely as expected. US bonds and equities puked on the Fed's "higher for longer".
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tim@emorningcoffee.com
Apr 24, 20237 min read
The US debt ceiling debacle
The 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!
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