Greetings,
United States: Economists see inflation peaking within a month or two but staying elevated for some time.
What factors are driving businesses to boost prices?
China: This chart shows China’s system-wide leverage.
Emerging Markets: The betting markets see Lula winning this year’s election in Brazil.
Energy: We are starting the year with tight crude oil and refined products inventories in the US (3 charts).
Equities: Most actively-managed US funds underperformed their benchmarks last year.
Food for Thought: Online sports betting demographics:
Edited by Devon Lall
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