MarketsMuse provides below extracts from Feb 2 edition of Rareview Macro’s Sight Beyond Sight as a courtesy to our readers. The entire edition of today’s SBS newsletter is available via the link below.

Professionals Taking Move in Crude Oil Seriously…Concern Over Deeper Move Lower in Risk

• No One Prepared for Deflation Risk to Subside
• Left Tail Risk:  Removing Two Key Peg Break Conversations (for today)
• China-Korea-Japan Battle – KRW/JPY Hedge
• Switzerland – Update
• Model Portfolio Update – January 30, 2015 COB:  -0.33% WTD, -0.88% MTD, -0.88% YTD

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