Greetings,
The United States: Underlying inflation momentum is rising again.
Equities: A second inflation wave in the US could be problematic for stocks.
Rates markets have been pricing out some of the Fed rate cut expectations. The equity market has not.
The United Kingdom: Improving economic growth momentum could delay a BoE pivot.
Commodities: Cocoa futures hit another record high as inventories sink.
Global Developments: Japan and the US experienced significantly higher-than-average earnings outperformance in Q4, in contrast to Emerging Markets, which persistently fell short of estimates.
Food for Thought: Virtual reality patents:
Edited by William Villacis
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