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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
Aug 4, 20235 min read
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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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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tim@emorningcoffee.com
May 25, 20229 min read
FOREX
FOREX is in the news, especially as many think the USD has reached its peak and is at an inflection point. What drives FOREX? Read on.
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