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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.

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NATO
NATO was front and centre last week as the annual NATO Summit was held in The Hague on Tuesday and Wednesday, making it an opportune time...

tim@emorningcoffee.com
4 days ago7 min read
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Moody's downgrade and Walmart
Moody's downgraded the US, the last of the "big three" to strip the US of its triple-A rating. I suspect a muted reaction, at least initially, in the UST market. Stocks might take it worse. I also cover Walmart and its comments on tariffs.

tim@emorningcoffee.com
May 184 min read
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Musings to start the week
Down we go in a self-inflicted mess caused by Mr Trump's errant tariff policy. I talk about trade and budget deficits, and the week ahead.

tim@emorningcoffee.com
Apr 75 min read
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"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
Feb 266 min read
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Cars, tariffs and social security "fraud"
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
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Balance of payments, trade and tariffs
The week started with the Trump Administration announcing tariffs on Mexico, Canada and China, the first two of which were quickly rescinded

tim@emorningcoffee.com
Feb 69 min read
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American Exceptionalism
Better late than never, in that this article is about my views on American exceptionalism, both economically and as far as US stocks.

tim@emorningcoffee.com
Jan 813 min read
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The US election aftermath: the morning after
This article is short and covers the blowout results and reasons, what Trump 2.0 means for investors, and Mr Trump's promises.

tim@emorningcoffee.com
Nov 7, 20243 min read
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The US election: things you should know
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
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