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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 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

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

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

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

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

Update on the FAMAG stocks (+TSLA, NVDA), an amazing group of stocks. These cos are important contributors to the S&P 500.

tim@emorningcoffee.com

Jan 12, 20223 min read

This article looks at the performance of #NVDA, which is doing a 4-1 stock split announced in May. NVDA is compared to #AAPL and #TSLA.

tim@emorningcoffee.com

Jul 20, 20213 min read

This article revisits 22 high flyers of which nearly all analysts' consensus revs and EPS in most recent quarter but are off their highs.

tim@emorningcoffee.com

Apr 8, 20217 min read

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