tim@emorningcoffee.comSep 285 minWeek ended Sept 27, 2024: China delivers stimulus, PCE data in lineChinese stimulus measures buoyed stocks globally, and US Treasuries were stable. Gold paused and oil fell. The Dollar was weaker.
tim@emorningcoffee.comJan 28, 20234 minWEEKLY: 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.comJan 21, 20235 minWEEKLY: News mixed, markets skid sidewaysMarkets largely slid sideways this week. Large tech companies continue layoffs. Economic data suggests peak inflation has been reached.
tim@emorningcoffee.comJul 26, 20226 minFAMAG earnings: investors on edgeThis is a monumental week for earnings, with 167 S&P 500 companies – including all five FAMAG big tech companies – reporting results.
