Macro Briefing: 4 February 2019

A new government shutdown for US may be brewing: Bloomberg
Suspension of nuclear treaty by US and Russia spark fear of new arms race: CNBC
UK and Spain recognize Guaidó as Venezuela’s president: BBC
Pope makes historic visit to Middle East: BBC
The big tech stocks are no longer driving the stock market: NY Times
US consumer sentiment slumped in Jan to lowest level since Trump elected: MW
ISM survey data: US manufacturing activity picked up in Jan: CNN
US Mfg PMI: output in mfg sector strengthened to 4-month high in Jan: IHS Markit
US payrolls rose sharply in January, beating all forecasts: Bloomberg
Construction spending for US rose 0.8% in Nov: MW
Crude oil price (W. Texas Int.) on Friday rose to highest close since mid-November: