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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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Four tech giants to report earnings: MSFT, META, AMZN and AAPL
Four of the infamous tech giants in the Mag & report earnings today and tomorrow: MSFT, META, AMZN and AAPL. Risk is downside asymmetrical.
tim@emorningcoffee.com
Apr 303 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 Sept 27, 2024: China delivers stimulus, PCE data in line
Chinese stimulus measures buoyed stocks globally, and US Treasuries were stable. Gold paused and oil fell. The Dollar was weaker.
tim@emorningcoffee.com
Sep 28, 20245 min read
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WEEKLY: Risk assets head to the moon!
We are going "to the moon" across risk assets of all types. Can this continue? I'm not convinced but it's been a great start to 2023!
tim@emorningcoffee.com
Jan 28, 20234 min read
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WEEKLY: News mixed, markets skid sideways
Markets largely slid sideways this week. Large tech companies continue layoffs. Economic data suggests peak inflation has been reached.
tim@emorningcoffee.com
Jan 21, 20235 min read
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FAMAG earnings: investors on edge
This is a monumental week for earnings, with 167 S&P 500 companies – including all five FAMAG big tech companies – reporting results.
tim@emorningcoffee.com
Jul 26, 20226 min read
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