Upcoming Data Releases:
Weekly Headlines:
Chinese Lunar New Year activity brings optimism of renewed global normal. US and Germany commit to sending heavy tanks to support Ukraine. US earnings continue to drive equity markets higher with a 65% of companies beating expectations. Tech layoffs continue.
Flows:
Charts
Equity continues to push higher while bonds stall. Commodity inflation pauses after China reopening causes some pressure at the start of 2023.
Energy prices continue to pull back. Big driver of deflationary trend right now.
Treasury curve flattens out a bit this week.
Spreads keep tightening.
Bitcoin still creeping towards 25k.
