tim@emorningcoffee.com
Week ended Aug 2, 2024 (and emails during week to subs)
Last week was brilliant for UST investors in duration, and horrible for investors in global equities. Culprits: Mag & and US economic data.
top of page
Home: Welcome
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.
Search
tim@emorningcoffee.com
- May 4
- 5 min
Week ended May 3, 2024
Earnings and economic data were all relatively to the liking of equity and bond investors alike, providing a boost for assets last week.
260
tim@emorningcoffee.com
- Feb 3
- 6 min
Week ended Feb 2, 2024: Earnings, Fed and US jobs
Last week dominated by five "Mag 7" companies that reported earnings (mixed bag), Fed and BoE monetary policy meetings, and economic data.
210
tim@emorningcoffee.com
- Oct 28, 2023
- 5 min
Week ended Oct 27, 2023: stocks sink
4 big tech names report beats, but investors dig deeper and didn't love everything they saw. General downdraft hammered equities anyhow,
440
tim@emorningcoffee.com
- Aug 6, 2023
- 4 min
Week ended Aug 4, 2023: It's August!
[GO STRAIGHT TO THE TABLES] We’re now into August, a normally lower-volume month, and often not the best month for equities. The table...
420
tim@emorningcoffee.com
- Apr 29, 2023
- 5 min
Week ended April 28, 2023: Big tech serves up the numbers
This week was about big tech earnings, which did not disappoint, and economic data, which suggested a slowing economy but stubborn inflation
420
tim@emorningcoffee.com
- Apr 5, 2023
- 4 min
S&P 500 1Q2023: Tech stars dominate (again)
Tech companies drove the 7% return of the S&P 500 in the 1Q23. Without the "magnificent seven", the index would have been flattish.
1870
tim@emorningcoffee.com
- Jan 30, 2023
- 3 min
Musings to start the week
As we kick off the week with what looks like will be a weak opening in US stock and bond markets following weakness in Asian and European...
260
tim@emorningcoffee.com
- Jan 23, 2023
- 2 min
FAMAG (+TSLA) quarterly earnings: everything you need to know
The five mega-tech FAMAG names start reporting their quarterly earnings ended Dec 30th, 2022, this week. I also included TSLA.
410
Home: Blog2
bottom of page