Greetings and Happy New Year,
United States: The dollar weakness should help improve US exports.
This chart shows the annual changes in the Bloomberg US dollar index.
Eurozone: German hospitals are under pressure.
China: The stock market is pushing toward record highs.
Cryptocurrency: Bitcoin blasted past $30k.
So far, Bitcoin is following a similar uptrend seen in previous halving cycles.
Rates: US real rates are moving deeper into negative territory as inflation expectations climb.
Food For Thought: 2020 online search activity over time:
Edited by Daniel Moskovits
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