tim@emorningcoffee.comAug 174 min readWeek ended Aug 16, 2024: "everything up" week!It was an "everything up" week, with global equities, US Treasuries, corporate bonds and gold all registering gains. Happy summer!
tim@emorningcoffee.comJul 65 min readWeek ended July 5, 2024: UK election and US jobs reportLabour wins overwhelming majority in UK Parliamentary election. US jobs report favourable for inflation. French election ahead.
tim@emorningcoffee.comMay 186 min readWeek ended May 17, 2024: it was an "everything up" weekThe week started with a short-lived meme frenzy, which fade quickly. Slightly weaker US data then took centre stage.
tim@emorningcoffee.comMar 226 min readWeek 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.comDec 30, 20233 min readWeek ended Dec 29, 2023: end of year (short) editionWe ended the year very much along the themes that drove 4Q23. Equities and government bonds were better bid across the board. 2024??
tim@emorningcoffee.comSep 30, 20237 min readWeek 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.comJul 29, 20234 min readWeek ended July 28, 2023: Looking good! Bonds were battered again, but not global equities which took off like rockets. Earnings good, economic data good, etc – what's not to like
tim@emorningcoffee.comJul 22, 20234 min readWeek ended July 21, 2023: TSLA and NFLX drive sentimentIt's fair to say that disappointing results from Netflix and Tesla stopped the market in its tracks, although UK CPI was better.
tim@emorningcoffee.comMay 25, 20229 min readFOREXFOREX is in the news, especially as many think the USD has reached its peak and is at an inflection point. What drives FOREX? Read on.