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Recent data has provided further evidence that US activity may now be picking up following last year’s slowdown.
US Economy Health Check chart book
As investors contemplated the nature and extent of the threat to economic growth posed by the coronavirus outbreak, market sentiment weakened in January. Risk assets sold off, with the MSCI All-Country World Index down 1.4% for the month.
This weekly update provides a snapshot of changes in the economy and markets and their implications for investors.