tim@emorningcoffee.com
Midweek update: Apple, CPI/FOMC, GME
We have some US data coming that might matter today (CPI), but the FOMC will sit tight (also today). Discusses Apple's run and GameStop.
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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
May 45 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
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
Sep 10, 20234 min
Week ended Sept 8 2023: stocks and bonds sag (again)
Stocks and bonds sagged again this week, as overall sentiment remains fragile. Apple and corporate bond supply might have been culprits too
240
tim@emorningcoffee.com
Aug 6, 20234 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
Jun 10, 20235 min
Week ended June 9, 2023: Canadian haze
Markets were not overly inspiring this week even as volatility continued to decline. Japanese and small-cap US stocks were the big winners.
300
tim@emorningcoffee.com
Apr 5, 20234 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
Sep 22, 20226 min
Tesla: as resilient as ever
Love it or hate it, the fact is that Tesla's stock performance has left nearly all peers – tech and automotive – in the dust. Now what?
1020
tim@emorningcoffee.com
Apr 30, 20228 min
Week ended April 29th, 2022
Sentiment started poorly, stabilised and then tanked, driven generally by earnings with Amazon being a key (negative) driver.
770
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