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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 24, 2024: NVDA rallies boosting US stocks
Both equity and bonds were a touch softer last week. Even stellar earnings by NVDA could not completely save the day, although amazing.
tim@emorningcoffee.com
May 25, 20245 min read
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Week ended April 19, 2024: not a good week!
It was another challenging week for both stocks and bonds, with the sell-off in equities gaining steam as tech stocks flounder.
tim@emorningcoffee.com
Apr 20, 20248 min read
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Week ended Feb 23, 2024: NVIDIA drives sentiment
It was a bifurcated week all about NVDA, which soared post-earnings, validating the AI narrative. European & Japanese equities hit records.
tim@emorningcoffee.com
Feb 24, 20244 min read
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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.
tim@emorningcoffee.com
Nov 25, 20235 min read
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Week ended Aug 25th 2023: Nvidia, Jackson Hole and real interest rates
Rather uneventful week in markets although equities generally better and yields a touch wider. Focus was on Jackson Hole, NVDA and rates.
tim@emorningcoffee.com
Aug 26, 20236 min read
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Week ended August 18, 2023: China and USTs steal thunder
This week was quiet although the slow drift lower for equities and bonds continued. China's economy and higher UST yields were the focus.
tim@emorningcoffee.com
Aug 20, 20235 min read
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Week ended May 26, 2023: Feeling fragile
Debt ceiling drags on, Nvidia clobbers their earnings, and UK inflation rages. Still, equities power forward led by US tech and Japan.
tim@emorningcoffee.com
May 27, 20235 min read
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FAMAG earnings: investors on edge
This is a monumental week for earnings, with 167 S&P 500 companies – including all five FAMAG big tech companies – reporting results.
tim@emorningcoffee.com
Jul 26, 20226 min read
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Week ended May 27th 2022
US equities rally strongly into the close on Friday, bringing MtD returns for May into the green. Corp credit rallies too, the USD weakens.
tim@emorningcoffee.com
May 28, 20226 min read
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