Read on the Trading Floor - 02 Feb 2024
Today’s focus… MAGA Jobs, JPow, Musk vs Zuckerberg and much more
Macro Themes At Play
Theme 1 - MAGA US Data
Theme 2 - What's Powell going to say?
Theme 3 - AI productivity boom in Tech vs CRE fears rekindled
Theme 4 - Week Ahead Previews
Further Reading and Listening…