Greetings,
The United States: US retail sales fell more than expected in January, partly due to cold weather and the LA wildfires.
Freight shipments slowed sharply in January.
Europe: Fund inflows into Europe-focused equity funds surged last week.
China: Stocks continue to rise.
Commodities: Frozen orange juice prices have been tumbling, down over 30% year-to-date.
Equities: The market has largely ignored rising policy uncertainty.
Global Developments: Most central banks are maintaining policy rates above their estimated neutral rate.
Food for Thought: In-person social time:
Edited by William Villacis
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