tim@emorningcoffee.comOct 9, 20237 min readDeficits spiral, Congress disappointsThe decision-making ability of Congress is poor and getting worse, just as US deficits spiral higher and higher. Something needs to be done
tim@emorningcoffee.comOct 7, 20237 min readWeek ended Oct 6, 2023: markets remain fragileMarkets feeling increasingly fragile as UST yields head higher and equities bounce around. Uncertainty and risks abound. Not feelin' it!
tim@emorningcoffee.comAug 26, 20236 min readWeek ended Aug 25th 2023: Nvidia, Jackson Hole and real interest ratesRather uneventful week in markets although equities generally better and yields a touch wider. Focus was on Jackson Hole, NVDA and rates.
