real interest rates | 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

Oct 9, 20237 min read

Deficits spiral, Congress disappoints

The 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.com

Oct 7, 20237 min read

Week ended Oct 6, 2023: markets remain fragile

Markets feeling increasingly fragile as UST yields head higher and equities bounce around. Uncertainty and risks abound. Not feelin' it!

tim@emorningcoffee.com

Aug 26, 20236 min read

Week ended Aug 25th 2023: Nvidia, Jackson Hole and real interest rates

Rather uneventful week in markets although equities generally better and yields a touch wider. Focus was on Jackson Hole, NVDA and rates.

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