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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
Feb 6, 20234 min read
Weekend thoughts (and not good ones!)
Liz Truss went on the talk show circuit this weekend to defend her short legacy as PM, and US debt ceiling discussions dragged on. Ugh!
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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 22, 20228 min read
BREXIT: it just won’t go away
The UK is continuing to experience a BREXIT hangover. The economy is in desperate need of help, but the Tories seem unable to move forward
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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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tim@emorningcoffee.com
May 10, 202214 min read
The Federal Reserve and the Decade of 2010-2020
The decade 2010-20 involved a very hands-on approach by the Fed to steer the US economy out of a deep recession. What lessons can be learnt
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tim@emorningcoffee.com
Oct 20, 20215 min read
Is the bond market doing the Fed's dirty work?
The bond market looks to be doing the Fed's dirty work, sending short term yields to post-pandemic highs. Is the Fed being too methodical?
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tim@emorningcoffee.com
Oct 8, 20214 min read
About that transitory inflation........
I continue to believe that inflation will be transitory, but supply-push inflation will cause inflation to be higher longer.
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