tim@emorningcoffee.com
Week ended July 19, 2024: stocks and bonds sell off
Markets were jittery much of the week, with the rotation out of tech continuing in the US. US Treasuries were also under pressure.
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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 226 min
Week ended June 21, 2024
European and most US equity indices better, with UST yields widening across the curve. Focus in on elections in the UK and Europe.
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tim@emorningcoffee.com
Apr 208 min
Week ended April 19, 2024: not a good week!
It was another challenging week for both stocks and bonds, with the sell-off in equities gaining steam as tech stocks flounder.
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tim@emorningcoffee.com
Apr 66 min
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.
420
tim@emorningcoffee.com
Mar 226 min
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
Mar 87 min
Week ended March 8, 2024: politics dominate landscape
Equities were mixed, UST yields were tighter across the curve. Politics garnered most attention this week, plus an ECB decision.
380
tim@emorningcoffee.com
Feb 244 min
Week ended Feb 23, 2024: NVIDIA drives sentiment
It was a bifurcated week all about NVDA, which soared post-earnings, validating the AI narrative. European & Japanese equities hit records.
270
tim@emorningcoffee.com
Jan 204 min
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.
591
tim@emorningcoffee.com
Aug 2, 20234 min
Wrong (so far)....but the Street has been, too
Seven months into the year, many of my Y/E forecasts for indices and other assets look like they will be wrong. I am in good company!
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