tim@emorningcoffee.comAug 105 minWeek ended August 9, 2024: back where we startedIt was a highly volatile week in bond and risk markets, which makes it hard to believe that we ended the week about where we started.
tim@emorningcoffee.comFeb 244 minWeek ended Feb 23, 2024: NVIDIA drives sentimentIt was a bifurcated week all about NVDA, which soared post-earnings, validating the AI narrative. European & Japanese equities hit records.
tim@emorningcoffee.comJan 134 minWeek ended January 12, 2024: focus on Bitcoin ETFsLast 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.comJan 231 minSome investment "thoughts" to start off the new year2023 was an amazing year for nearly all traditional asset classes around the world. Can this carry-on? This article covers my thoughts.
tim@emorningcoffee.comJul 22, 20234 minWeek ended July 21, 2023: TSLA and NFLX drive sentimentIt's fair to say that disappointing results from Netflix and Tesla stopped the market in its tracks, although UK CPI was better.
tim@emorningcoffee.comJul 15, 20233 minWeek ended July 14, 2023: Investors party!Stock and bond investors party hard, with equities ripping and US Treasury yields dropping sharply. A benign June CPI report was key driver
tim@emorningcoffee.comJul 1, 20236 minWeek ended June 30, 2023: Equity markets on fire!It was a scorching end to a fantastic first half of 2023, if you are long equities. Less so perhaps if you are long bonds. And Apple!!
tim@emorningcoffee.comMay 21, 20233 minWeek ended May 19, 2023Not a lot of news this week aside from the debt ceiling discussions and earnings from US retailers Walmart, Home Depot and Target.
tim@emorningcoffee.comJun 7, 20228 min2022 so far: not a year to remember for investors!2022 has been an abysmal year for most indices and asset classes globally, with the exceptions being oil, gold and the FTSE 100. Now what?