Trump | 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.

Week ended April 4, 2025: stocks hammered following Trump tariff announcement

The announcement of tariffs by President Trump on Weds made a nervous market completely puke, with stocks getting hammered.

tim@emorningcoffee.com

16 hours ago5 min read

The sell-off in global equities is getting more painful, as investors continue to shun risk and pile into safe haven assets. What makes...

tim@emorningcoffee.com

Mar 155 min read

Market volatility is increasing due to erratic US government policies. Bonds, gold, and foreign stocks are the place to hide.

tim@emorningcoffee.com

Mar 16 min read

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

tim@emorningcoffee.com

Feb 266 min read

This article summarises two articles and one podcast that are topical,: US/EU automotive tariffs, social security "fraud", and steel tariffs

tim@emorningcoffee.com

Feb 197 min read

We start 2025 with a mixed picture, not surprising in that the new year consisted of a holiday week. Friday was better in US stocks.

tim@emorningcoffee.com

Jan 52 min read

Stocks reached more record highs in the US, but Asian and European stocks outperformed. UST yields slightly lower. Bitcoin soars to record

tim@emorningcoffee.com

Dec 7, 20247 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

Nov 3, 20244 min read

There are many important issues in the US Presidential election, but none more so perhaps than immigration, inflation, and abortion.

tim@emorningcoffee.com

Sep 25, 202410 min read

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