• Busy economic headline week high with Fed chair Powell delivering testimony on Tues and Wed and Q4 GDP data released on Thurs and PCE inflation data on Friday. 
  • Industrials, Energy and Technology lead all sectors year to date. Small and value continue to lead in size and style categories. 
  • Trump delays China tariff hike. Trump also scheduled to meet Kim Jong Un in Vietnam this week. 
  • Fed flirting with idea of letting inflation run hotter than 2%. NYT reports that politicians also becoming more comfortable with big deficits and debt. 

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