Read on the Trading Floor - 29 Jan 2024
Today’s focus… China watch, Yellen, JPow, Biden, ECB and more
Macro Themes At Play
Theme 1 - China Watch
Theme 2 - Will we learn more from Yellen then JPow this week?
Theme 3 - How will Biden respond?
Theme 4 - ECB cut, when not if...
Further reading and listening…