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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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tim@emorningcoffee.com
Feb 197 min read
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
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tim@emorningcoffee.com
Feb 144 min read
Week ended Feb 14, 2025: markets slightly better
Inflation continues to confound, although investors largely shook it off. Market volatility remains elevated but stocks better WoW.
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tim@emorningcoffee.com
Jul 10, 20226 min read
Week ended July 8th, 2022
US jobs report over-rode concerns re resignation of UK PM Johnson and assassination of former Japanese PM Abe. Bonds tank, equities rally.
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tim@emorningcoffee.com
Apr 19, 20226 min read
Will Twitter be sold, and will Elon Musk be the buyer?
Elon Musk acquired an interest in Twitter, refused to go on the Board, and has now launched a hostile offer. In suspect TETR will be sold.
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tim@emorningcoffee.com
Jun 2, 20218 min read
NFTs ("Non-Fungible Tokens")
NFTs are here to stay in my opinion. This unique form of digitised tokens that relies on blockchain tech, has legs, but will be volatile.
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tim@emorningcoffee.com
May 15, 20215 min read
Week Ended May 14th: Volatility, Inflation back in Focus
Volatile and inflation were back in focus, as markets wobbled this past week. Read more in "Week Ended May 14th".
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