tim@emorningcoffee.com6 days ago8 minWeek 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.
tim@emorningcoffee.comJan 73 minWeek ended Jan 5, 2024Sloppy start to the new year in most traditional asset markets. Credit also weakened, and the USD strengthened. Off we go!
tim@emorningcoffee.comMay 21, 20233 minWeek ended May 19, 2023Not a lot of news this week aside from the debt ceiling discussions and earnings from US retailers Walmart, Home Depot and Target.
tim@emorningcoffee.comApr 15, 20234 minWeek ended April 14, 2023Bank earnings better-than-expected, inflation slowing Stateside. Investors mixed, with equities higher and bond prices lower. Credit stable
tim@emorningcoffee.comFeb 25, 20234 minWEEKLY: Inflation, inflation, inflation!Inflation data weighed on markets again this week, with the S&P 500 declining for the 3rd consecutive week and UST yields pushing higher.
tim@emorningcoffee.comFeb 23, 20237 minThe Great RevealSince I write a lot about markets and macroeconomic topics, it is only fair that I talk about my own investment portfolio.
tim@emorningcoffee.comDec 3, 20225 minWEEKLY: Didn't see that coming!The good news is that Nov was a terrific and positive month for stocks and bonds. The bad news is inflation won't go away. Read on....