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Macro Briefing: 18 January 2021

Summary:
* Biden plans rollbacks of Trump era policy decisions on Wednesday* China reports 6.5% GDP growth for Q4 & and 2.3% for 2020* Russian opposition leader Navalny’s arrest heightens Russia-West tensions* Incoming Treasury Sec. Yellen expected to affirm market-based exchange rates* Weak value investing results weigh on quant strategies* US industrial output up a strong 1.6% in December* NY Fed Mfg Index shows softer growth in January* US retail sales fell for a third month in December:

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* Biden plans rollbacks of Trump era policy decisions on Wednesday
* China reports 6.5% GDP growth for Q4 & and 2.3% for 2020
* Russian opposition leader Navalny’s arrest heightens Russia-West tensions
* Incoming Treasury Sec. Yellen expected to affirm market-based exchange rates
* Weak value investing results weigh on quant strategies
* US industrial output up a strong 1.6% in December
* NY Fed Mfg Index shows softer growth in January
* US retail sales fell for a third month in December:

Macro Briefing: 18 January 2021

James Picerno
James Picerno is a financial journalist who has been writing about finance and investment theory for more than twenty years. He writes for trade magazines read by financial professionals and financial advisers. Over the years, he’s written for the Wall Street Journal, Barron’s, Bloomberg Markets, Mutual Funds, Modern Maturity, Investment Advisor, Reuters, and his popular finance blog, The CapitalSpectator.

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