top of page
Home: Welcome
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.

Search


The SAVE Act and voter fraud in the US
The SAVE Act is currently front and centre in the US Senate, second perhaps only to the unfortunate conflict in the Middle East. This article looks at the SAVE Act and voter fraud in the US, and how other countries deal with the issue of vetting citizens to vote in their federal elections.

tim@emorningcoffee.com
Mar 269 min read
Â
Â
Â


10% cap on credit card interest: a very bad idea!
President Trump has shown his populist colours by jumping on board a liberal proposal to cap credit card interest rates at 10% for one year. This makes no sense! And it looks to be going nowhere fast.

tim@emorningcoffee.com
Jan 296 min read
Â
Â
Â


The K-shaped economy and affordability
This is a short article about the K-shaped economy, driven by persistently high inflation and exacerbated by the errant "One, Big Beautiful Bill".

tim@emorningcoffee.com
Jan 75 min read
Â
Â
Â


U.S. Treasury Yields: what's next?
US Treasury yields are stuck, with the 10y UST yielding just north of 4%, What might be coming next? This article presents the factors that will influence the next gap up or down in UST yields.

tim@emorningcoffee.com
Dec 13, 20257 min read
Â
Â
Â


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
Jul 2, 20257 min read
Â
Â
Â


"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 26, 20256 min read
Â
Â
Â


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 19, 20257 min read
Â
Â
Â


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with the Trump Administration announcing tariffs on Mexico, Canada and China, the first two of which were quickly rescinded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 6, 20259 min read
Â
Â
Â


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 8, 202513 min read
Â
Â
Â
Home: Blog2
bottom of page