tim@emorningcoffee.com
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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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
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
Oct 13, 20228 min read
Bloomberg Invest New York (Oct 12-13, 2022)
The two-day Bloomberg event featured a variety of speakers covering a broad cross-section of topics relevant today.
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tim@emorningcoffee.com
Jul 15, 20225 min read
Who do you trust?
Do you trust the Fed, or the Bank of England, or the Bank of Japan, or the ECB, or the Bank of China? Shades of grey for sure, 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
Nov 11, 20213 min read
The Infrastructure Investment and Jobs Act
Update of the Infrastructure Investment and Jobs Act, just passed by the House and expected to be signed in law by President Biden next week
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tim@emorningcoffee.com
Nov 4, 20214 min read
The Virginia Gubernatorial Election
Democratic majorities in Congress look fleeting following Mr Youngkin's (R) surprise win in blue state of VA on Tuesday.
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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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