Economics & Politics 2/8

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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.

tim@emorningcoffee.com

Oct 9, 20237 min read

Deficits spiral, Congress disappoints

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

Sep 20, 20235 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 7, 20237 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

Aug 30, 20239 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 4, 20235 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

Jun 6, 20234 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

May 2, 20236 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

Apr 24, 20237 min read

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!

tim@emorningcoffee.com

Feb 27, 20236 min read

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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