The Fed is likely to keep rates unchanged this week while the ECB should cut by 25bps. With markets now priced for 44bps of Fed cuts and 87bps for ECB, the focus will be on guidance.

China’s January PMIs surprised to the downside with manufacturing falling to 49.1 from 50.1 in December and non-manufacturing dropping to 50.2 from 52.2 in December.

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Vis Nayar

Vis Nayar is the Chief Investment Officer and a member of the Executive Management Committee at Eastspring Investments. Vis spearheads Eastspring’s investment platform encompassing equities, fixed income, multi asset and quantitative solutions, and oversees investment offerings across markets.

Information provided is general information and is for educational purposes only, and does not include, or constitute as, financial product advice.