US Housing Starts (Jan) 1.487M vs. Exp. 1.35M (Prev. 1.404M, Low. 1.3M, High. 1.405M)

The stronger-than-expected US housing starts figure for January suggests resilience in the housing market, potentially reinforcing growth sentiment.

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Citrini/Hunterbrook research analysis piece out: Hunterbrook Capital long Himax (HIMX), with negative mentions for AAOI, ALAB, CRDO, LITE, COHR

Japan and US to expand classified info sharing on defence cooperation, Kyodo reports

US Housing Starts (Jan) 1.487M vs. Exp. 1.35M (Prev. 1.404M, Low. 1.3M, High. 1.405M)

Iranian Supreme Leader Khamenei's first message to the public will describe: Special points re. martyred leader, Role and duties of the people, armed forces, executive bodies, resistance front, countries of the region and dealing with enemies, via locals

First message from Iran's New Supreme Leader Mojtaba Khamenei reportedly to be delivered within minutes

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Context

This beats expectations and the previous print, which could indicate a more robust recovery, impacting interest rate considerations positively as it aligns with economic strengthening narratives.

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