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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
Mar 20, 20208 min read
Once the Dust Settles
Once the dust settled on COVID-19, how will this change consumer habits for the long-term? I look at some possibilities in this post.
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tim@emorningcoffee.com
Mar 14, 20206 min read
Coronavirus: At Last the World's Governments are Taking This Seriously
Many of the world's governments, including the U.S., U.K. and Italy, were slow to act on Coronavirus. This finally appears to be changing.
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tim@emorningcoffee.com
Mar 4, 20204 min read
Super Tuesday, The Dems Consolidate
Super Tuesday has come and gone, and a resurgent Joe Biden has grabbed the lead as Dems consolidate behind the two ideologies.
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tim@emorningcoffee.com
Feb 27, 20203 min read
Three Coronavirus Effects on the Economy, One Direct and Two "Indirect"
Three economic effects from Coronavirus - one direct and two indirect ("wealth effect" and indiscriminate selling)
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tim@emorningcoffee.com
Feb 26, 20205 min read
The Connection between Equity Market Performance and Coronavirus
This post look at the recent slide in the global equity markets, largely attributable to Coronavirus. However, this isn't the full story.
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tim@emorningcoffee.com
Feb 21, 20203 min read
U.S. Student Debt: Dems Give it Some Attention
I do not ordinarily use this blog to focus on a particular article I have read, but this post will be an exception. In today’s The...
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tim@emorningcoffee.com
Feb 12, 20207 min read
The 2021 Trump Administration Budget
This post looks at the recently-released budget for 2021-2030 from the Trump Administration. It compares it to the CBO outlook, too.
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tim@emorningcoffee.com
Feb 7, 20207 min read
The Dems are Gifting the White House to President Trump
Through a combination of President Trump being himself and Democratic mis-steps, President Trump appears to be winning the middle.
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tim@emorningcoffee.com
Jan 28, 202011 min read
The Dilemma of Negative Interest Rates
Negative interest made sense during the Great Recession. But now what? The continuation of this accommodative policy comes with baggage.
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