tim@emorningcoffee.comMar 17 min readWeek ended March 1, 2024More of the same, as risk-on sentiment pushes US equity markets to record highs. Bitcoin is soaring, too. Economic data remains supportive
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.comApr 8, 20234 min readWeek ended April 7, 2023It was a holiday shortened week devoid of direction, with economic data providing a mixed picture. Oil, gold higher. Equities weaker.
tim@emorningcoffee.comAug 7, 20214 min readWeek Ended August 6th 2021: Strong US jobs reportWeekly update for the week ended Aug 6th 2021. USTs tank on Friday after strong jobs report, but US / global equities deliver a strong week,
