tim@emorningcoffee.comApr 134 minWeek ended April 12, 2024: "hot" US CPI data wrecks marketsUS CPI data released Weds morning was the culprit, wrecking sentiment in equities and sending yields soaring. Gold and the Dollar stronger.
tim@emorningcoffee.comFeb 36 minWeek ended Feb 2, 2024: Earnings, Fed and US jobsLast week dominated by five "Mag 7" companies that reported earnings (mixed bag), Fed and BoE monetary policy meetings, and economic data.
tim@emorningcoffee.comOct 28, 20235 minWeek ended Oct 27, 2023: stocks sink4 big tech names report beats, but investors dig deeper and didn't love everything they saw. General downdraft hammered equities anyhow,
tim@emorningcoffee.comMay 27, 20235 minWeek ended May 26, 2023: Feeling fragileDebt ceiling drags on, Nvidia clobbers their earnings, and UK inflation rages. Still, equities power forward led by US tech and Japan.
tim@emorningcoffee.comApr 29, 20235 minWeek ended April 28, 2023: Big tech serves up the numbersThis week was about big tech earnings, which did not disappoint, and economic data, which suggested a slowing economy but stubborn inflation
tim@emorningcoffee.comMar 4, 20234 minWEEKLY: Much ado about nothingEarnings season ended and data was sparse. Equities rallied, gaining in the US for the first time in 4 weeks. Bond yields rose.
tim@emorningcoffee.comFeb 8, 20235 minEarnings (so far): good or bad?Earnings for S&P 500 companies have been "better-than-expected" so far. Does this tell the whole story? Stocks are ripping anyway!
tim@emorningcoffee.comJan 23, 20232 minFAMAG (+TSLA) quarterly earnings: everything you need to knowThe five mega-tech FAMAG names start reporting their quarterly earnings ended Dec 30th, 2022, this week. I also included TSLA.
tim@emorningcoffee.comDec 22, 202210 minPredicting stock prices: 2023The consensus view is that stocks will rise modestly in 2023. History has proven one thing – analysts will be wrong!