tim@emorningcoffee.com
Week ended Sept 13, 2024: it was an "everything up" week
It was one of those weeks that if you didn't chalk up portfolio gains, it would be difficult to figure out why. Bonds and stocks rallied.
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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
- Aug 17
- 4 min
Week ended Aug 16, 2024: "everything up" week!
It was an "everything up" week, with global equities, US Treasuries, corporate bonds and gold all registering gains. Happy summer!
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tim@emorningcoffee.com
- Aug 3
- 11 min
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.
370
tim@emorningcoffee.com
- Jul 27
- 5 min
Week ended July 26, 2024: mixed week, earnings and data
Markets mixed, with FTSE 100 leading the charge and Nikkei 225 getting hammered. Tech bellwethers set tone, economic data mixed.
300
tim@emorningcoffee.com
- Jun 22
- 6 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.
250
tim@emorningcoffee.com
- May 25
- 5 min
Week ended May 24, 2024: NVDA rallies boosting US stocks
Both equity and bonds were a touch softer last week. Even stellar earnings by NVDA could not completely save the day, although amazing.
330
tim@emorningcoffee.com
- May 12
- 4 min
Week ended May 10, 2024: equities rise further
Equities better bid in a holiday-shortened week, one void of meaningful economic data and the last serious tranche of earnings.
300
tim@emorningcoffee.com
- Oct 20, 2021
- 5 min
Is the bond market doing the Fed's dirty work?
The bond market looks to be doing the Fed's dirty work, sending short term yields to post-pandemic highs. Is the Fed being too methodical?
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