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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 May 2, 2025: Risk is back on!
Markets are at last returning to some sense of normalcy, with the S&P 500 now clawing back all of its losses since the infamous...
tim@emorningcoffee.com
May 36 min read
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Mag 7 stocks, earnings, "hands off" the Fed and Jeffrey Sachs at ADF
Quick look to start the week with earnings, including TSLA and GOOG, Jeffrey Sachs explaining poor Trump policies and the Fed's independence
tim@emorningcoffee.com
Apr 224 min read
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Week ended Feb 21, 2025: stocks slip and bonds improve
For investors, it is not easy staying focused these days on the substantive economic and business data that matter for your portfolio....
tim@emorningcoffee.com
Feb 216 min read
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Week ended Nov 1, 2024: UK autumn budget, earnings, economic data
UK autumn budget, earnings galore (including five "Mag 7" companies), and gobs of economic data...just as we lead into the US election!!
tim@emorningcoffee.com
Nov 2, 20247 min read
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Week ended Oct 11, 2024: more record highs for US stocks
CPI slightly hotter than expected, and earnings off to a good start. Yields continue to back up, US stocks at record high close.
tim@emorningcoffee.com
Oct 12, 20245 min read
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Week ended August 30, 2024
Earnings and economic data (especially inflation data) continued to improve risk sentiment. The yield curve inversion ended. Dollar better
tim@emorningcoffee.com
Sep 1, 20246 min read
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Earnings (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.com
Feb 8, 20235 min read
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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.
tim@emorningcoffee.com
Jan 23, 20232 min read
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Predicting stock prices: 2023
The consensus view is that stocks will rise modestly in 2023. History has proven one thing – analysts will be wrong!
tim@emorningcoffee.com
Dec 22, 202210 min read
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