#MSFT

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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.

tim@emorningcoffee.com

Sep 16 min read

Week ended August 30, 2024

Earnings and economic data (especially inflation data) continued to improve risk sentiment. The yield curve inversion ended. Dollar better

tim@emorningcoffee.com

Aug 4, 20235 min read

FitchRatings 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.com

Jan 30, 20215 min read

Week Ended Jan 29th 2021 and the Week Ahead

Global equity markets ended down this week between 3% and 4% almost across the board, with further risk remaining on the downside.

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