tim@emorningcoffee.com
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.
top of page
Home: Welcome
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.
Search
tim@emorningcoffee.com
Mar 304 min read
Week ended March 29, 2024: end of a strong first quarter
Markets ended the last week of the first quarter strongly. Many assets reached record highs in the 1Q24: US, Japanese and European equities
440
tim@emorningcoffee.com
Mar 17 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
620
tim@emorningcoffee.com
Feb 175 min read
Week ended Feb 16th, 2024: economic data drives markets
US inflation for January was hot, pushing equities bond bonds lower. International equities performed better. UK and Japan in recession.
390
tim@emorningcoffee.com
Feb 105 min read
Week ended Feb 9th, 2024: S&P 500 closes above 5,000
Memes are dead I suppose, but not meme-like price performance. And yawn – the S&P 500 reaches ANOTHER record high while bonds get hammered.
320
tim@emorningcoffee.com
Jan 134 min read
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.
330
tim@emorningcoffee.com
Jan 73 min read
Week ended Jan 5, 2024
Sloppy start to the new year in most traditional asset markets. Credit also weakened, and the USD strengthened. Off we go!
290
tim@emorningcoffee.com
Dec 9, 20236 min read
Week ended Dec 8, 2023: eyes on central bank policy meetings
It was a week of mixed economic news in the US, with a strong labor market clobbering the short end of the UST curve. Equities didn't care.
250
tim@emorningcoffee.com
Nov 25, 20235 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.
440
Home: Blog2
bottom of page