Macro Briefing: 12 February 2018

Trump will roll out $1.5 trillion infrastructure plan on Monday: Politico
US budget director: rates may “spike” due to jump in budget deficit: Bloomberg
Vice President Pence raises possibility of US-North Korea talks: Reuters
White House staff roiled by domestic abuse allegations: The Hill 
Is the UK considering a second Brexit vote? NY Times
US wholesale trade inventories rise more than expected in Dec: RTT
Capital Group Chairman and CEO: return of volatility is healthy: Capital Group
The era of big US deficits is back: NY Times

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