Economics & Politics

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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

Guns or butter?

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

tim@emorningcoffee.com

Jobs reports: are US jobs trending in the right direction?

This article is about jobs, more specifically, what is the key data? And what does the most recent data suggest about the future?

tim@emorningcoffee.com

Social Security: crash and burn?

The US Social Security trust fund is expected to be depleted by 2033/4. Why, and what does this mean for me? How does Soc Security work?

tim@emorningcoffee.com

FitchRatings downgrades the US: does anyone care?

FitchRatings downgraded the US to AA+ on Tuesday, triggering a harsh response from the Biden Administration but nonchalance from investors.

tim@emorningcoffee.com

OPEC+ is at it again

This past weekend, OPEC+ jumped back into action to address falling oil prices by curtailing supply. In fact, as we now have learned, it...

tim@emorningcoffee.com

Decisions, decisions, decisions: inflation and consumer preferences

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

The US debt ceiling debacle

The debt ceiling is front & centre as the date the US Treasury runs out of cash is drawing dangerously near. Here's my two cents, enjoy!

tim@emorningcoffee.com

Stock repurchases (thanks Mr Buffet)

In his Letter to Shareholders, Mr Buffet raised the issue of the 1% excise tax on stock repurchases, a bad idea. I think he is right!

tim@emorningcoffee.com

The Fed, Bank of England and ECB: monetary policy decisions

This week we have monetary policy decisions from the Fed, the Bank of England and the ECB, the last of the year. This provides context.

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