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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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