Clearly, the China virus story is dominating headlines. We wrote about it last week, and given how rapidly the story is changing, we will hold back from writing anything on it this week. We mentioned some resources to track the virus in our Tuesday letter. I’d also recommend following this Twitter handle of health expert and writer, Helen Branswell.
As for our Exclusives this week, I write on the rise of Bernie Sanders in polls ahead of next week’s Iowa Caucuses. Dominique Dwor-Frecaut, former NY Fed and Bridgewater economist, gives her take on how upcoming changes in US consumer credit scoring could crack the US consumer. And credit strategist John Tierney looks at the T-Mobile/Sprint merger ahead of the looming decision on the anti-trust lawsuit.
Finally, US rates guru, George Goncalves wrote a piece on the Fed ahead of yesterday’s meeting. The scenarios he outlined still hold after the event, so it’s worth a read.
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