Macro Briefing | 10 February 2020

Trump’s budget proposal targets large cuts in non-defense spending: Politico
As China returns to work after holiday, coronavirus deaths top 900: Reuters
Taiwan scrambles jets for 2nd day to intercept Chinese planes: Reuters
China’s Hubei province, an industrial powerhouse, is shut for 3rd week: BBG
Political turmoil in Germany after far-right candidate wins vote: NY Times
Stock bull Ed Yardeni: How long will investors shrug off coronavirus? CNBC
Big tech dominates holdings in funds marketed as ‘sustainable’ investments: WSJ
Hiring rebounded sharply in US during January: MW
10yr Treasury yield curve looks poised to invert… again: