Weekly Edge | February 3, 2025
Trumps trade war, Bessent's first QRA and jobs data inbound.
It is my first day back at the desk after a short holiday with the family. Pulling this note together was a struggle today, and feels rushed. There was a lot of reading and data to catch up on after an eventful week! And this week looks even more eventful.
No trade ideas in today’s note but there is a solid overview of the big picture. I will need to do …
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