tim@emorningcoffee.comApr 30, 20228 minWeek ended April 29th, 2022Sentiment started poorly, stabilised and then tanked, driven generally by earnings with Amazon being a key (negative) driver.
tim@emorningcoffee.comFeb 5, 20228 minWeek ended February 4th 2022Equities ended up thanks to GOOG and AMZN, and to a strong jobs report on Friday. The BoE raised its Bank Rate, and the ECB stood still.
tim@emorningcoffee.comJan 29, 20228 minWeek Ended January 28th 2022What a week this was! Equities were all over the place rattled by the Fed's Q&A (post-FOMC mins), and buffeted by earnings from MSFT & AAPL
tim@emorningcoffee.comJan 12, 20223 minFAMAG Stocks Still Matter.....A LotUpdate on the FAMAG stocks (+TSLA, NVDA), an amazing group of stocks. These cos are important contributors to the S&P 500.
tim@emorningcoffee.comOct 30, 20218 minWeek Ended October 29th, 2021FAMAG/other corp earnings/news, US 3Q21 GDP, UK '22 budget, ECB rate decision, Biden fiscal plan, G20 / COP26 meetings..lots to move markets
tim@emorningcoffee.comMay 1, 20214 minWeek Ended April 30 and the Week AheadThis week was mainly about earnings as 180 of the S&P 500 companies reported their quarterly results. In summary, earnings were solid.
tim@emorningcoffee.comApr 8, 20217 minRevisiting the High FlyersThis article revisits 22 high flyers of which nearly all analysts' consensus revs and EPS in most recent quarter but are off their highs.