tim@emorningcoffee.comFeb 6, 20234 min readWeekend 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!
tim@emorningcoffee.comNov 22, 20228 min readBREXIT: it just won’t go awayThe UK is continuing to experience a BREXIT hangover. The economy is in desperate need of help, but the Tories seem unable to move forward
tim@emorningcoffee.comOct 13, 20228 min readBloomberg 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.
tim@emorningcoffee.comJul 15, 20225 min readWho 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!
tim@emorningcoffee.comNov 11, 20213 min readThe Infrastructure Investment and Jobs ActUpdate of the Infrastructure Investment and Jobs Act, just passed by the House and expected to be signed in law by President Biden next week
tim@emorningcoffee.comNov 4, 20214 min readThe Virginia Gubernatorial ElectionDemocratic majorities in Congress look fleeting following Mr Youngkin's (R) surprise win in blue state of VA on Tuesday.
tim@emorningcoffee.comOct 8, 20214 min readAbout that transitory inflation........I continue to believe that inflation will be transitory, but supply-push inflation will cause inflation to be higher longer.
tim@emorningcoffee.comSep 23, 20213 min readFOMC and Chairman Powell Press Conference: “Much ado about nothing”The Federal Reserve released the minutes from its FOMC meeting Sept 21-22 on Wednesday afternoon. The press release is here. Should you...
tim@emorningcoffee.comAug 12, 20214 min readWealth inequality and raceThere is a wealth inequality issue in many countries around the world, including the US. This is exacerbated when considering race.