inflation | 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

7 days ago6 min read

"Worst economy ever"? Not even close!

Inspired by Mr Trump's false claims that he inherited the "worst economy ever", this article looks at administrations' economic performance.

tim@emorningcoffee.com

Nov 3, 20244 min read

Here are a few last-minute thoughts on the US election which will be held on Tuesday, Nov 5. A lot is at stake, but Weds, the world goes on

tim@emorningcoffee.com

Dec 7, 20238 min read

I wrote about portfolio allocation pre-retirement a few weeks ago. This article is about “sizing” your drawdowns after you retire.

tim@emorningcoffee.com

Sep 20, 20235 min read

"Guns or butter" is a macroeconomic concept regarding govt budget allocation, but this article is about similar consumer decisions.

tim@emorningcoffee.com

May 30, 20233 min read

Get ready for the next FOMC meeting and a market rip following the debt ceiling agreement. Want to better understand semiconductors?

tim@emorningcoffee.com

May 2, 20236 min read

Headline inflation might be on the way down, but it is declining very slowly in the US and the EU, and remains in double-digits in the...

tim@emorningcoffee.com

Feb 14, 20237 min read

Stocks do not always go up over shorter periods, but they do over longer periods. This article provides empirical support, see for yourself

tim@emorningcoffee.com

May 10, 202214 min read

The decade 2010-20 involved a very hands-on approach by the Fed to steer the US economy out of a deep recession. What lessons can be learnt

tim@emorningcoffee.com

Oct 8, 20214 min read

I continue to believe that inflation will be transitory, but supply-push inflation will cause inflation to be higher longer.

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