Macro Briefing: 13 February 2018

Trump’s infrastructure plan receives mixed reviews in Congress: The Hill
White House budget allows for hefty increases in federal deficit: NY Times
China may impose anti-dumping duties amid trade tensions: AP
Will US economic growth reduce the risk of bear market in stocks? Reuters
Turmoil in US markets and fiscal policy inspire broader int’l allocation: Reuters
US Treasury runs $49 bill. budget surplus, down slightly from year ago: MW
Goldman Sachs predicts 10-year Treasury will rise to 3.5%: Bloomberg
10-year yield continued rising on Monday, reaching 2.86% — a new 4-year high: