tim@emorningcoffee.comNov 236 min readWeek ended Nov 22, 2024: NVDA earnings, US retailersEquities 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.comNov 18, 20238 min readWeek ended Nov 17, 2023: stocks and bonds rallyStocks and bonds rallied hard this week, with stocks first getting a boost from better-than-expected earnings, and then by disinflation data
tim@emorningcoffee.comMay 21, 20233 min readWeek 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.comMay 21, 20226 min readWeek ended May 20th 2022Poor US retail earnings and a more pessimistic outlook for FY were the catalysts driving US equities this week. EM was the best performer.
