tim@emorningcoffee.com
Week ended Nov 22, 2024: NVDA earnings, US retailers
Equities were better in the US and Europe. UST yields were marginally changed. Gold and Bitcoin soared to record highs. The Dollar was up
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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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tim@emorningcoffee.com
Oct 265 min read
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.
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tim@emorningcoffee.com
Oct 195 min read
Week ended October 18, 2024: more records
US stocks and gold hit more record highs. S&P 500 earnings mixed: banks strong, chip companies mixed, luxury struggles.
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tim@emorningcoffee.com
Jul 204 min read
Week ended July 19, 2024: stocks and bonds sell off
Markets were jittery much of the week, with the rotation out of tech continuing in the US. US Treasuries were also under pressure.
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tim@emorningcoffee.com
May 255 min read
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.
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tim@emorningcoffee.com
Apr 134 min read
Week ended April 12, 2024: "hot" US CPI data wrecks markets
US CPI data released Weds morning was the culprit, wrecking sentiment in equities and sending yields soaring. Gold and the Dollar stronger.
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tim@emorningcoffee.com
Dec 12, 20222 min read
The Fed, Bank of England and ECB: monetary policy decisions
This week we have monetary policy decisions from the Fed, the Bank of England and the ECB, the last of the year. This provides context.
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tim@emorningcoffee.com
May 25, 20229 min read
FOREX
FOREX is in the news, especially as many think the USD has reached its peak and is at an inflection point. What drives FOREX? Read on.
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tim@emorningcoffee.com
Mar 17, 20228 min read
Will the US dollar remain the global reserve currency?
It is fashionable to espouse the end of the US dollar as the leading global reserve currency, but this will not occur anytime soon.
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