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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 June 7, 2024: US jobs surprise
Stocks and bonds were better on the week in spite of a strong May jobs report released Friday morning. Gold and oil weaker, USD stronger.

tim@emorningcoffee.com
Jun 8, 20246 min read
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Week ended May 17, 2024: it was an "everything up" week
The week started with a short-lived meme frenzy, which fade quickly. Slightly weaker US data then took centre stage.

tim@emorningcoffee.com
May 18, 20246 min read
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Week ended April 26, 2024: Earnings feature
Risk markets bounced back this week, although yields on Treasuries moved higher. GOOG, META, MSFT and TSLA released earnings.

tim@emorningcoffee.com
Apr 27, 20248 min read
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Week ended March 22, 2023: It's an "everything rally" (nearly)
It was an "everything rally" last week, with several equity markets touching record highs. US Treasuries also rallied. Thanks central banks

tim@emorningcoffee.com
Mar 22, 20246 min read
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Week ended March 1, 2024
More of the same, as risk-on sentiment pushes US equity markets to record highs. Bitcoin is soaring, too. Economic data remains supportive

tim@emorningcoffee.com
Mar 1, 20247 min read
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Week ended January 12, 2024: focus on Bitcoin ETFs
Last 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.com
Jan 13, 20244 min read
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Week ended Dec 29, 2023: end of year (short) edition
We ended the year very much along the themes that drove 4Q23. Equities and government bonds were better bid across the board. 2024??

tim@emorningcoffee.com
Dec 30, 20233 min read
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Week ended October 20, 2023: yields spike
Yields spiked this week, one of several factors leading to a decisive risk-off feeling as equities tanked and gold roared forward.

tim@emorningcoffee.com
Oct 21, 20235 min read
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Week ended Sept 29, 2023 (end of 3Q)
Dismal end to a dismal quarter, with stocks down and bonds getting hammered. US govt shutdown, US housing market and UST market worries.

tim@emorningcoffee.com
Sep 30, 20237 min read
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