Economics & Politics 2/8

Home: Welcome

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

Aug 30, 20239 min read

Social Security: crash and burn?

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!

tim@emorningcoffee.com

Dec 12, 20222 min read

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.

tim@emorningcoffee.com

Nov 8, 20227 min read

Windfall taxes are economically stupid, which might be why politicians seem to like the idea so much. Banks and energy companies are at risk

tim@emorningcoffee.com

Aug 23, 20226 min read

The Federal Reserve is in the early stages of reducing its balance sheet, or quantitative tightening ("QT").

Home: Blog2