TBT - The Week Ahead Is Mostly About Digestion
The information set investors have is unlikely to substantively change in the coming days. The important macro points are known. The first part of February may be about digesting and making sense of that information rather than an incremental increase.
Investors had been concerned about what has become known as "quantitative tightening" or "QT". It is the opposite of QE. Collectively, the central banks' balance sheets were no longer to be growing on a net basis. This does not seem to be the case anymore.
The first thing that needs to be thought through is