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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 Feb 20th, 2026: Stocks eke out gains
Stocks eked out small gains and US Treasuries had small losses this past week, with plenty of economic news – especially on Friday – largely resulting in a "meh" response. European stocks closed at record highs, while gold and the greenback gained ground. Bitcoin continued to suffer losses.

tim@emorningcoffee.com
Feb 214 min read


Week ended Nov 22, 2024: NVDA earnings, US retailers
Equities were better in the US and Europe. UST yields were marginally changed. Gold and Bitcoin soared to record highs. The Dollar was up

tim@emorningcoffee.com
Nov 23, 20246 min read


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


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


Week ended July 22, 2022
ECB shocks markets with a 50bps increases in rates, Italy in turmoil, PMI data weak, inflation rages, global equities and credit better WoW

tim@emorningcoffee.com
Jul 23, 20228 min read
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