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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 August 29, 2025
Markets largely slid sideways in the usually quiet end of the month of August. There was news though, including the last of Mag 7earnings (NVDA), political turmoil in France, PCE for July, and th usual list of Trump matters.

tim@emorningcoffee.com
Aug 314 min read
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Week ended May 30, 2025: Trade war softens
This week had a double trade war "positive" for investors, excellent earnings, strong earnings and a favourable outlook from Nvidia, the 2025 Bitcoin conference in Las Vegas, the release of minutes from the last FOMC meeting, and a poor Japanese 40y bond auction.

tim@emorningcoffee.com
May 297 min read
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Week ended June 21, 2024
European and most US equity indices better, with UST yields widening across the curve. Focus in on elections in the UK and Europe.

tim@emorningcoffee.com
Jun 22, 20246 min read
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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 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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NVDA and stock splits
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
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"New Tech" / WFH Companies: Week 4
4th instalment of coverage of high flying companies, including Airbnb, DoorDash, Nvidia, Etsy, Teladoc and Square. Buyer beware!

tim@emorningcoffee.com
Feb 22, 202113 min read
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