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Trying to Remain Sober at a Party

5th February 2024

  • US economic data continues strong, under pinning equity market rally  

  • US economic data flows only supports Fed reticence to the cut rates

  • Some signs that the best of the global disinflation news may be behind us

  • As we fret about China, Korean and Taiwanese equity market look to be on a better footing

  • Vietnam receives potential support from the US CHIPS act


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