Greetings,
The United States: Economic activity in the US has taken a marked downturn. December retail sales surprised to the downside.
The United Kingdom: The RICS housing market index tumbled last month, surprising to the downside.
Emerging Markets: Global investors have been rotating into EM stocks.
Equities: Here is a look at relative factor valuations.
Market focus has shifted from inflation to recession, with the stock-bond correlation turning negative.
Rates: US bond fund inflows surged last week.
Japan: Foreigners have been dumping JGBs.
Food for Thought: To conclude, here is an illustration of nuclear fusion:
Edited by William Villacis
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