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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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Cars, tariffs and social security "fraud"
This article summarises two articles and one podcast that are topical,: US/EU automotive tariffs, social security "fraud", and steel tariffs
tim@emorningcoffee.com
Feb 197 min read
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Week ended Feb 14, 2025: markets slightly better
Inflation continues to confound, although investors largely shook it off. Market volatility remains elevated but stocks better WoW.
tim@emorningcoffee.com
Feb 154 min read
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Week ended July 8th, 2022
US jobs report over-rode concerns re resignation of UK PM Johnson and assassination of former Japanese PM Abe. Bonds tank, equities rally.
tim@emorningcoffee.com
Jul 10, 20226 min read
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Will Twitter be sold, and will Elon Musk be the buyer?
Elon Musk acquired an interest in Twitter, refused to go on the Board, and has now launched a hostile offer. In suspect TETR will be sold.
tim@emorningcoffee.com
Apr 19, 20226 min read
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NFTs ("Non-Fungible Tokens")
NFTs are here to stay in my opinion. This unique form of digitised tokens that relies on blockchain tech, has legs, but will be volatile.
tim@emorningcoffee.com
Jun 2, 20218 min read
134
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Week Ended May 14th: Volatility, Inflation back in Focus
Volatile and inflation were back in focus, as markets wobbled this past week. Read more in "Week Ended May 14th".
tim@emorningcoffee.com
May 15, 20215 min read
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