1. M&A on the move…
There have been 14 public M&A deals announced in the US thus far in 2024, tied for the busiest January ever back to 1994. In years where M&A is strong in January, every other year has been above average.
Source: FactSet, Bloomberg, FTSE Russell, Jefferies (February 2024)
2. Glowing gold…
The annual growth in gold demand was the biggest in 2023 since 2011.
Source: Metals Focus, Refinitiv GFMS, ICE Benchmark Administration, World Gold Council (February 2024)
3. Super bowl set up…
The Kansas City Chiefs take on the San Francisco 49ers in Super Bowl 58 next Monday 12 February. And tickets are setting a record. The average ticket price in 2024 is $9,815. Looks like those Swifties have taken over football too…
Source: TickPick, Bloomberg (February 2024)