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KN Market View 2024-01-26

KN Market View 2024-01-26

#KNMarketView

Main Topics

Economics - The 2025 Davos Forum is focused on Trump’s second term and his tariff threats.

Bonds and Currencies - The Euro's best week in over a year: rebound or temporary relief?

Commodities - Wheat and Sugar Prices React to Global Supply Dynamics and Market Corrections.

Equities - Trump’s presidency fuels overall US equities.

Crypto - Crypto markets steady after Trump's first policy move

Weekly Paper Picks - Dynamic Asset Allocation with Asset-Specific Regime Forecasts

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