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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.

Mag 7 stocks, earnings, "hands off" the Fed and Jeffrey Sachs at ADF

Quick look to start the week with earnings, including TSLA and GOOG, Jeffrey Sachs explaining poor Trump policies and the Fed's independence

tim@emorningcoffee.com

Apr 22, 20254 min read

This is a very brief update for the Mag 7 stocks for 1Q2025, all of which were down, several sharply. It is not getting better either!

tim@emorningcoffee.com

Apr 3, 20259 min read

DeepSeek wrecks outlook for AI companies; Mag 7 companies MSFT, META, TSLA and AAPL report earnings; FOMC expected to hold rates

tim@emorningcoffee.com

Jan 29, 20253 min read

Bond yields ticked up after an in-line Nov CPI report, reminding investors the inflation battle is not over. Stocks were weaker.,

tim@emorningcoffee.com

Dec 14, 20246 min read

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

Both equity and bond markets lost ground last week, although Chinese stocks were positive as well the NASDAQ following TSLA earnings.

tim@emorningcoffee.com

Oct 26, 20245 min read

Markets mixed, with FTSE 100 leading the charge and Nikkei 225 getting hammered. Tech bellwethers set tone, economic data mixed.

tim@emorningcoffee.com

Jul 27, 20245 min read

Stocks rip and bonds rip. Small cap stocks did the best in the States while tech floundered. US CPI cooler than expected. UK growth better

tim@emorningcoffee.com

Jul 13, 20246 min read

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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