tim@emorningcoffee.com
Week ended Sept 27, 2024: China delivers stimulus, PCE data in line
Chinese stimulus measures buoyed stocks globally, and US Treasuries were stable. Gold paused and oil fell. The Dollar was weaker.
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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
Jun 15 min
Week ended May 31, 2024: Trump convicted, markets don't care
Former President Trump gets nailed for 34 felony accounts, but this rallies his supporters. Markets didn't care, ending positively for May.
170
tim@emorningcoffee.com
Dec 7, 20238 min
Spending your retirement savings
I wrote about portfolio allocation pre-retirement a few weeks ago. This article is about “sizing” your drawdowns after you retire.
2730
tim@emorningcoffee.com
Sep 20, 20235 min
Guns or butter?
"Guns or butter" is a macroeconomic concept regarding govt budget allocation, but this article is about similar consumer decisions.
730
tim@emorningcoffee.com
May 30, 20233 min
BIPs, RIPs and CHIPs
Get ready for the next FOMC meeting and a market rip following the debt ceiling agreement. Want to better understand semiconductors?
710
tim@emorningcoffee.com
May 2, 20236 min
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...
450
tim@emorningcoffee.com
Feb 14, 20237 min
Stocks - do they always go up?
Stocks do not always go up over shorter periods, but they do over longer periods. This article provides empirical support, see for yourself
2010
tim@emorningcoffee.com
May 10, 202214 min
The Federal Reserve and the Decade of 2010-2020
The decade 2010-20 involved a very hands-on approach by the Fed to steer the US economy out of a deep recession. What lessons can be learnt
1840
tim@emorningcoffee.com
Oct 8, 20214 min
About that transitory inflation........
I continue to believe that inflation will be transitory, but supply-push inflation will cause inflation to be higher longer.
780
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