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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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Week ended Nov 8, 2024: Markets adapt to president-elect Trump
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
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Week ended Oct 25, 2024: yields push higher
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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Week ended Sept 20, 2024: central bank decisions feature
Last week was mainly about a trifecta of central bank decisions, with most attention focused on the Fed. The Fed Funds rate was reduced .50%
tim@emorningcoffee.com
Sep 21, 20247 min read
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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.
tim@emorningcoffee.com
Sep 14, 20246 min read
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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!
tim@emorningcoffee.com
Aug 17, 20244 min read
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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.
tim@emorningcoffee.com
Aug 3, 202411 min read
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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.
tim@emorningcoffee.com
Jul 27, 20245 min read
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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.
tim@emorningcoffee.com
Jun 22, 20246 min read
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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.
tim@emorningcoffee.com
May 25, 20245 min read
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