After yesterday’s slump in Chinese markets after their re-opening, global markets have stabilised today. Chinese liquidity injections are certainly helping. That said, it could be too early to call for an end to virus fears at least according to a new Lancet paper, which makes for alarming reading.
We were expecting to feature a battery of pieces on the Iowa caucuses – notably on whether there was a Bernie Sanders surge. However, the results have been delayed, so at the time writing we are in the dark.
For our regular top picks, we feature Blackrock’s views on the dollar and equities. Nowcasting expert and former ECB research director Lucrezia Reichlin gives her view on the ECB’s strategic review. We also include a ranking of which ESG funds outperformed in 2019.
Finally, top Asia strategist, Morgan Stanley’s Mirza Baig updates his view on India ahead of the RBI meeting on Thursday.
Oh and I’ll be featuring on Bloomberg TV today at 4pm UK / 11 am EST, so please feel free to tune in!
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