• The conflict between the US and Iran caused some market volatility but proved to be short lived.
• Activity indicators were generally stronger in January. US manufacturing, which had been an area of weakness, posted a strong print in early February, well above expectations.
• The US earnings season was very strong. At the time of writing, 320 S&P 500 companies have reported with 238 (74%) of those companies beating consensus earnings expectations... read more

Publication by Harbour Asset Management