KN Market View 2025-02-09

#KNMarketView

- Economics - Trump's tariffs on Mexico and Canada were paused for a month, while those on China proceeded.
- Bonds and Currencies - Volatility amid rate cuts, tariff announcements, and postponements.
- Commodities - Copper and Corn Prices Surge on Supply Concerns and Strong Demand.
- Equities - Hong Kong Stocks finish the week with a great Return, fourth week on green.
- Crypto - Bitcoin Lags Behind Gold as Trump’s Trade War Spurs Safe Haven Demand.
- Weekly Paper Picks - A Scenario Based Allocation Model Using Entropy Pooling for Computing the Scenario Probabilities.