Read on the Trading Floor - 16 Jan 2024
Today’s focus… Iowa, Hawks pushback against market pricing, bank earnings and much more
Macro Themes At Play
Theme 1 - Trump vs Biden 2.0?
Theme 2 - Sticky inflation and CB chatter from Davos
Theme 3 - China... can the economic tanker be turned around?
Theme 4 - Bank earnings, 25%, Apple
Th…