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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.

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.

tim@emorningcoffee.com

Jun 1, 20245 min read

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

Lots of US economic data last week that pushed the S&P 500 to another record level. UST yields flattish. Chinese equities better. Read on

tim@emorningcoffee.com

Jan 27, 20243 min read

The S&P 500 closed at a record high. European and EM stocks slumped. USTs also got hammered. Davos and economic data drove sentiment.

tim@emorningcoffee.com

Jan 20, 20244 min read

Last week was about US inflation data and the approval of Bitcoin ETFs. CPI was slightly hot, and PPI was weak, sending yields lower.

tim@emorningcoffee.com

Jan 13, 20244 min read

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

There was enough sad news this week, but it certainly didn’t make a dent in sentiment as stocks and bonds continue to rally hard.

tim@emorningcoffee.com

Dec 2, 20238 min read

Although the advance in equities slowed, it certainly did not stop even as yields pushed higher off of better-than-expected PMI data.

tim@emorningcoffee.com

Nov 25, 20235 min read

Stocks and bonds rallied hard this week, with stocks first getting a boost from better-than-expected earnings, and then by disinflation data

tim@emorningcoffee.com

Nov 18, 20238 min read

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