tim@emorningcoffee.com
Week ended May 31, 2024: Trump convicted, markets don't care
Former President Trump gets nailed for 34 felony accounts, but this rallies his supporters. Markets didn't care, ending positively for May.
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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
May 186 min read
Week ended May 17, 2024: it was an "everything up" week
The week started with a short-lived meme frenzy, which fade quickly. Slightly weaker US data then took centre stage.
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tim@emorningcoffee.com
Apr 278 min read
Week ended April 26, 2024: Earnings feature
Risk markets bounced back this week, although yields on Treasuries moved higher. GOOG, META, MSFT and TSLA released earnings.
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tim@emorningcoffee.com
Mar 304 min read
Week ended March 29, 2024: end of a strong first quarter
Markets ended the last week of the first quarter strongly. Many assets reached record highs in the 1Q24: US, Japanese and European equities
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tim@emorningcoffee.com
Nov 25, 20235 min read
Week ended Nov 24, 2023: equities grind higher
Although the advance in equities slowed, it certainly did not stop even as yields pushed higher off of better-than-expected PMI data.
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tim@emorningcoffee.com
Oct 21, 20235 min read
Week ended October 20, 2023: yields spike
Yields spiked this week, one of several factors leading to a decisive risk-off feeling as equities tanked and gold roared forward.
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tim@emorningcoffee.com
Oct 14, 20233 min read
Week ended October 13, 2023: reality of war sets in
A deferred reaction to war in the Middle East meant that equities rallied and bonds sold off in the first half of the week, but then......
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tim@emorningcoffee.com
Sep 23, 20236 min read
Week ended Sept 22, 2023: Central bank trifecta, recent IPOs
The central bank trifecta this week unfolded largely as expected. US bonds and equities puked on the Fed's "higher for longer".
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tim@emorningcoffee.com
Sep 10, 20234 min read
Week ended Sept 8 2023: stocks and bonds sag (again)
Stocks and bonds sagged again this week, as overall sentiment remains fragile. Apple and corporate bond supply might have been culprits too
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