Wilfred Lim, CFA
@onlyfin
•
Macro contrarian analyst combining technical, fundamental, and sentiment analysis on economic indicators, market indices, and FX, to form actionable multi-asset portfolio allocation and trading ideas.
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Here's what happened in the financial markets in February:
1️⃣ Non-U.S. equities outperformed, with the FTSE All-World ex US up 4.98% YTD, while the S&P 500 gained 0.87% amid stagflation fears.
2️⃣ China bolstered private sector confidence, Hong Kong launched a HK$1B AI institute, and Alibaba’s strong earnings lifted sentiment.
3️⃣ European…
