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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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The 2021 Trump Administration Budget
This post looks at the recently-released budget for 2021-2030 from the Trump Administration. It compares it to the CBO outlook, too.

tim@emorningcoffee.com
Feb 12, 20207 min read
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The Dems are Gifting the White House to President Trump
Through a combination of President Trump being himself and Democratic mis-steps, President Trump appears to be winning the middle.

tim@emorningcoffee.com
Feb 7, 20207 min read
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The Dilemma of Negative Interest Rates
Negative interest made sense during the Great Recession. But now what? The continuation of this accommodative policy comes with baggage.

tim@emorningcoffee.com
Jan 28, 202011 min read
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President Trump's Keynote Address at the WEF in Davos Yesterday
If you want to watch President Trump’s keynote speech form yesterday morning at Davos, watch it here. And before I recap, rest assured...

tim@emorningcoffee.com
Jan 22, 20204 min read
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Impeachment (thought I best cover this before it fades into the background......)
The good news about the current impeachment process - if there can possibly be any - is that it reminds the US electorate of how this...

tim@emorningcoffee.com
Jan 13, 20207 min read
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The Sixth Democratic Debate, Dec 19th 2019
Last night I watched the sixth Democratic debate, the first I have seen in real time. The first half of debate was not very interesting...

tim@emorningcoffee.com
Dec 20, 20195 min read
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Conservatives Smash Election: US Democrats Need to Learn from this to Stand a Chance in November
Early exit polls indicate that the Conservatives not only won the most seats in Thursday’s U.K. election, as expected, but won enough...

tim@emorningcoffee.com
Dec 13, 20192 min read
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“The Nightmare Before Christmas”: The Economists’ Take on the “3rd Alternative” in the Upcoming UK E
There are several parties putting forth candidates in the upcoming UK election on December 12th. The two traditional parties certain to...

tim@emorningcoffee.com
Dec 9, 20193 min read
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The Digital Tax: Where do we Stand?
During the NATO summit earlier this week, France announced that it would be imposing a new 3% digital tax on technology companies which...

tim@emorningcoffee.com
Dec 5, 20193 min read
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