tim@emorningcoffee.comApr 208 min readWeek 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.comMay 25, 20229 min readFOREXFOREX 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.comOct 8, 20214 min readAbout 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.comMay 26, 202110 min readInflation: Transient or Persistent, Lessons from the 1970sThis 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
