tim@emorningcoffee.com
Week ended Dec 6, 2024: risk markets and USTs better, Bitcoin soars to record
Stocks reached more record highs in the US, but Asian and European stocks outperformed. UST yields slightly lower. Bitcoin soars to record
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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
Nov 303 min read
Week ended Nov 29, 2024: US stocks and bonds soar
US stocks and bonds soar. Yields were lower across the maturity curve. Gold, the US Dollar and oil fell, and the Yen strengthened.
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tim@emorningcoffee.com
Nov 236 min read
Week ended Nov 22, 2024: NVDA earnings, US retailers
Equities were better in the US and Europe. UST yields were marginally changed. Gold and Bitcoin soared to record highs. The Dollar was up
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tim@emorningcoffee.com
Nov 166 min read
Week ended Nov 15th 2024: The "Trump Bump" fades
But Trump is “not against trade — he thinks a lot of these things have been unfair against America, and there are examples where that’s...
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tim@emorningcoffee.com
Nov 99 min read
Week ended Nov 8, 2024: Markets adapt to president-elect Trump
Last week was mainly about the US election, which D Trump and the Republicans won in a landslide. The "Trump trade" was full on.
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tim@emorningcoffee.com
Nov 27 min read
Week ended Nov 1, 2024: UK autumn budget, earnings, economic data
UK autumn budget, earnings galore (including five "Mag 7" companies), and gobs of economic data...just as we lead into the US election!!
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tim@emorningcoffee.com
Oct 265 min read
Week ended Oct 25, 2024: yields push higher
Both equity and bond markets lost ground last week, although Chinese stocks were positive as well the NASDAQ following TSLA earnings.
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tim@emorningcoffee.com
Oct 195 min read
Week ended October 18, 2024: more records
US stocks and gold hit more record highs. S&P 500 earnings mixed: banks strong, chip companies mixed, luxury struggles.
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tim@emorningcoffee.com
Dec 31, 20223 min read
WEEKLY: Damn glad that's over!
It was a holiday shortened, rather lacklustre week in markets. Good that 2022 is over. FY returns were poor across equities and bonds.
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