tim@emorningcoffee.com
FitchRatings downgrades the US: does anyone care?
FitchRatings downgraded the US to AA+ on Tuesday, triggering a harsh response from the Biden Administration but nonchalance from investors.
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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.
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tim@emorningcoffee.com
Jun 6, 20234 min read
OPEC+ is at it again
This past weekend, OPEC+ jumped back into action to address falling oil prices by curtailing supply. In fact, as we now have learned, it...
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tim@emorningcoffee.com
May 2, 20236 min read
Decisions, decisions, decisions: inflation and consumer preferences
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...
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tim@emorningcoffee.com
Apr 24, 20237 min read
The US debt ceiling debacle
The debt ceiling is front & centre as the date the US Treasury runs out of cash is drawing dangerously near. Here's my two cents, enjoy!
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tim@emorningcoffee.com
Feb 27, 20236 min read
Stock repurchases (thanks Mr Buffet)
In his Letter to Shareholders, Mr Buffet raised the issue of the 1% excise tax on stock repurchases, a bad idea. I think he is right!
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tim@emorningcoffee.com
Dec 12, 20222 min read
The Fed, Bank of England and ECB: monetary policy decisions
This week we have monetary policy decisions from the Fed, the Bank of England and the ECB, the last of the year. This provides context.
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tim@emorningcoffee.com
Nov 8, 20227 min read
Windfall taxes are a stupid idea
Windfall taxes are economically stupid, which might be why politicians seem to like the idea so much. Banks and energy companies are at risk
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tim@emorningcoffee.com
Aug 23, 20226 min read
The Federal Reserve's balance sheet
The Federal Reserve is in the early stages of reducing its balance sheet, or quantitative tightening ("QT").
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