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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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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 Feb 16th, 2024: economic data drives markets
US inflation for January was hot, pushing equities bond bonds lower. International equities performed better. UK and Japan in recession.
tim@emorningcoffee.com
Feb 17, 20245 min read
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Week ended Dec 22, 2023: Mixed data, markets continue rally
Economic data remains mixed, but it is clear inflation is slowing in the US and Europe. Investors are all-in on a faster pivot, markets up.
tim@emorningcoffee.com
Dec 23, 20235 min read
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Week ended August 11, 2023: rather boring
Dullsville although markets did gyrate a bit, with equities and bonds lower, the USD, credit and oil better. US inflation bang on.
tim@emorningcoffee.com
Aug 12, 20235 min read
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Week ended July 21, 2023: TSLA and NFLX drive sentiment
It's fair to say that disappointing results from Netflix and Tesla stopped the market in its tracks, although UK CPI was better.
tim@emorningcoffee.com
Jul 22, 20234 min read
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Week ended June 9, 2023: Canadian haze
Markets were not overly inspiring this week even as volatility continued to decline. Japanese and small-cap US stocks were the big winners.
tim@emorningcoffee.com
Jun 10, 20235 min read
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Week ended May 12, 2023
[GO STRAIGHT TO THE TABLES] MARKETS SUMMARY Stocks didn’t do much week-over-week although the general trend was down. Japanese equities...
tim@emorningcoffee.com
May 13, 20234 min read
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Week ended April 28, 2023: Big tech serves up the numbers
This week was about big tech earnings, which did not disappoint, and economic data, which suggested a slowing economy but stubborn inflation
tim@emorningcoffee.com
Apr 29, 20235 min read
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