fiscal policy | E-Morning Coffee

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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.

tim@emorningcoffee.com

Apr 208 min read

Week ended April 19, 2024: not a good week!

It was another challenging week for both stocks and bonds, with the sell-off in equities gaining steam as tech stocks flounder.

tim@emorningcoffee.com

May 25, 20229 min read

FOREX

FOREX is in the news, especially as many think the USD has reached its peak and is at an inflection point. What drives FOREX? Read on.

tim@emorningcoffee.com

Oct 8, 20214 min read

About 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.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

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