Weekly Updates 7/34

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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.

Week ended Dec 20, 2024: FOMC projections send markets lower

Confident that another stellar year for U.S. stocks was coming to a close, investors were jolted from their complacency when the Federal...

tim@emorningcoffee.com

Dec 21, 20245 min read

Bond yields ticked up after an in-line Nov CPI report, reminding investors the inflation battle is not over. Stocks were weaker.,

tim@emorningcoffee.com

Dec 14, 20246 min read

Stocks reached more record highs in the US, but Asian and European stocks outperformed. UST yields slightly lower. Bitcoin soars to record

tim@emorningcoffee.com

Dec 7, 20247 min read

US stocks and bonds soar. Yields were lower across the maturity curve. Gold, the US Dollar and oil fell, and the Yen strengthened.

tim@emorningcoffee.com

Nov 30, 20243 min read

Equities were better in the US and Europe. UST yields were marginally changed. Gold and Bitcoin soared to record highs. The Dollar was up

tim@emorningcoffee.com

Nov 23, 20246 min read

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...

tim@emorningcoffee.com

Nov 16, 20246 min read

Last week was mainly about the US election, which D Trump and the Republicans won in a landslide. The "Trump trade" was full on.

tim@emorningcoffee.com

Nov 9, 20249 min read

UK autumn budget, earnings galore (including five "Mag 7" companies), and gobs of economic data...just as we lead into the US election!!

tim@emorningcoffee.com

Nov 2, 20247 min read

Both equity and bond markets lost ground last week, although Chinese stocks were positive as well the NASDAQ following TSLA earnings.

tim@emorningcoffee.com

Oct 26, 20245 min read

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