- Risk assets sold off last week, except Real Estate, which pulled further ahead. Border security funding talks collapse with govt funding set to run out Sat morning.
- Eps expectations continue to fall. Q1 earnings set to be the first yr over yr decline in earnings in nearly three years.
- US-China trade talks resume this week. Trump-Xi summit is likely in March.
- Former Fed chair Janet Yellen surprised markets last week saying that the Fed’s next move is likely a Fed rate cut.
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