Macroeconomic and Investing, The Macro Compass

Alfonso Peccatiello (Alf)

Former head of a $20 bn Investment Portfolio and passionate global macro investor. I write The Macro Compass, a financial newsletter providing actionable investment ideas & unique macroeconomic insights to enhance the risk/return of your portfolio

Macroeconomic and Investing

The Macro Compass

Actionable investment ideas and unique global macro insights. From the desk of a former Head of $20 bn Investment Portfolio straight to your inbox.

Actionable Investment Ideas

Macroeconomics

<ul><li>Are we back in 2011 or what? After the US debt ceiling drama earlier this year we just witnessed a rating agency downgrading the US exactly like in 2011 – back then S&amp;P, this time Fitch.</li><li>Today you are likely to read plenty of scary and fear-mongering headlines.</li><li>In this piece instead we’ll take a step back and rationally assess what the US downgrade means for investors and markets out there.</li></ul>

Are we back in 2011 or what? After the US debt ceiling drama earlier this year we just witnessed a rating agency downgrading the US exactly like in 2011 – back then S&amp;P, this time Fitch.Today you are likely to read plenty of scary and fear-mongering headlines.In this piece instead we’ll take a step back and rationally assess what the US downgrade means for investors and markets out there.

US Downgrade! Now What?