Greetings,
The United States: Homeowner vacancy rates are low.

The Eurozone: The euro-area construction output was above last year’s levels in January.

Emerging Markets: LatAm fund managers have been increasing cash positions.

Equities: Rolling 12- and 24-month blended earnings estimates:

Credit: This chart shows agency MBS securities held by banks. Will we see more forced selling to meet deposit withdrawals?

Commodities: The iron ore rally is fading.

Food for Thought: Electric or gas stove:

Edited by Josh Oldmixon
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