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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 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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tim@emorningcoffee.com
Jan 22, 20204 min read
President Trump's Keynote Address at the WEF in Davos Yesterday
If you want to watch President Trump’s keynote speech form yesterday morning at Davos, watch it here. And before I recap, rest assured...
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tim@emorningcoffee.com
Jan 13, 20207 min read
Impeachment (thought I best cover this before it fades into the background......)
The good news about the current impeachment process - if there can possibly be any - is that it reminds the US electorate of how this...
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tim@emorningcoffee.com
Dec 20, 20195 min read
The Sixth Democratic Debate, Dec 19th 2019
Last night I watched the sixth Democratic debate, the first I have seen in real time. The first half of debate was not very interesting...
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tim@emorningcoffee.com
Dec 13, 20192 min read
Conservatives Smash Election: US Democrats Need to Learn from this to Stand a Chance in November
Early exit polls indicate that the Conservatives not only won the most seats in Thursday’s U.K. election, as expected, but won enough...
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