Economics & Politics 2/9

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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.

US deficits / debt soar; should you care?

US deficits are soaring, along with US debt to finance the "exceptional growth" of the US. Can this continue?

tim@emorningcoffee.com

Jun 25, 20246 min read

We have some US data coming that might matter today (CPI), but the FOMC will sit tight (also today). Discusses Apple's run and GameStop.

tim@emorningcoffee.com

Jun 12, 20247 min read

The decision-making ability of Congress is poor and getting worse, just as US deficits spiral higher and higher. Something needs to be done

tim@emorningcoffee.com

Oct 9, 20237 min read

"Guns or butter" is a macroeconomic concept regarding govt budget allocation, but this article is about similar consumer decisions.

tim@emorningcoffee.com

Sep 20, 20235 min read

This article is about jobs, more specifically, what is the key data? And what does the most recent data suggest about the future?

tim@emorningcoffee.com

Sep 7, 20237 min read

The US Social Security trust fund is expected to be depleted by 2033/4. Why, and what does this mean for me? How does Soc Security work?

tim@emorningcoffee.com

Aug 30, 20239 min read

FitchRatings downgraded the US to AA+ on Tuesday, triggering a harsh response from the Biden Administration but nonchalance from investors.

tim@emorningcoffee.com

Aug 4, 20235 min read

This past weekend, OPEC+ jumped back into action to address falling oil prices by curtailing supply. In fact, as we now have learned, it...

tim@emorningcoffee.com

Jun 6, 20234 min read

Headline inflation might be on the way down, but it is declining very slowly in the US and the EU, and remains in double-digits in the...

tim@emorningcoffee.com

May 2, 20236 min read

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