What do I need to check during the holidays?
- US ISM (Fri 3 Jan) and Trade Balance (Mon 30th Dec) are the bellwethers for the US economy and the impact of the trade war respectively
- Fed Minutes (Fri 3 Jan) should remind us the Fed are turning their insurance cuts into a fresh round of ongoing rate cuts
- China PMIs (New Years' Eve and Thurs 2 Jan) will tell us how much the trade war is hurting their negotiating hand
- Germany . . .
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