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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
Aug 105 min read
Week ended August 9, 2024: back where we started
It was a highly volatile week in bond and risk markets, which makes it hard to believe that we ended the week about where we started.
260
tim@emorningcoffee.com
Jul 65 min read
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.
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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
May 124 min read
Week ended May 10, 2024: equities rise further
Equities better bid in a holiday-shortened week, one void of meaningful economic data and the last serious tranche of earnings.
300
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 304 min read
Week ended March 29, 2024: end of a strong first quarter
Markets ended the last week of the first quarter strongly. Many assets reached record highs in the 1Q24: US, Japanese and European equities
440
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
Jan 204 min read
Week ended Jan 19, 2024: S&P 500 closes at record high
The S&P 500 closed at a record high. European and EM stocks slumped. USTs also got hammered. Davos and economic data drove sentiment.
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tim@emorningcoffee.com
Jan 134 min read
Week ended January 12, 2024: focus on Bitcoin ETFs
Last week was about US inflation data and the approval of Bitcoin ETFs. CPI was slightly hot, and PPI was weak, sending yields lower.
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