top of page
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.
Search
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.
58
0
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!
35
2
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
31
0
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.
44
2
tim@emorningcoffee.com
Sep 23, 20213 min read
FOMC 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...
15
0
tim@emorningcoffee.com
Aug 12, 20214 min read
Wealth inequality and race
There is a wealth inequality issue in many countries around the world, including the US. This is exacerbated when considering race.
72
4
tim@emorningcoffee.com
Jun 30, 20214 min read
The collateral effects of "selective" wage increases to $15/hour
Selective wage increases by several large US companies (e.g. Amazon, Target) are not necessarily positive for communities at large.
61
0
tim@emorningcoffee.com
May 26, 202110 min read
Inflation: Transient or Persistent, Lessons from the 1970s
This is about inflation - will it prove to be transitory (Fed's view) or persistent? I feel the former, but fear the medicine it will take
303
4
tim@emorningcoffee.com
Apr 30, 202111 min read
Infrastructure and the American Jobs Plan
The American Jobs Plan proposed by the Biden Administration is an effort to remedy the significant underinvestment in US infrastructure.
53
2
Home: Blog2
bottom of page