tim@emorningcoffee.comSep 16 min readWeek ended August 30, 2024Earnings and economic data (especially inflation data) continued to improve risk sentiment. The yield curve inversion ended. Dollar better
tim@emorningcoffee.comAug 4, 20235 min readFitchRatings downgrades the US: does anyone care?FitchRatings downgraded the US to AA+ on Tuesday, triggering a harsh response from the Biden Administration but nonchalance from investors.
tim@emorningcoffee.comJan 30, 20215 min readWeek Ended Jan 29th 2021 and the Week AheadGlobal equity markets ended down this week between 3% and 4% almost across the board, with further risk remaining on the downside.
