The Daily Shot Brief – February 17th, 2020

Greetings,   United States: The stock market gains have been boosting consumer confidence. The University of Michigan Consumer Sentiment and Consumer Expectations indices: Consumers’ assessment of their stock market investments:   Eurozone: The Eurozone is experiencing its slowest growth since 2013:   China: VC funding activity has slowed.   Equities: The S&P 500 registered a bearish …

The Daily Shot Brief – February 14th, 2020

Greetings,   United States: Initial and continuing unemployment claims remain at multi-year lows.   United Kingdom: The pound rose in response to the resignation of British finance minister Sajid Javid. Traders expect Javad’s replacement to boost government spending, which, in theory, should stimulate growth.   China: China’s total debt-to-GDP ratio climbed sharply last year, hitting …

The Daily Shot Brief – February 10th, 2020

Greetings,   United States: Americans are increasingly confident in their financial situation.   Eurozone: Germany’s December factory orders and industrial production reports were so bad that analysts are using the “R” word again. Here is the breakdown by sector. Nonetheless, Commerzbank’s GDP tracker for Germany shows a rebound.   Asia-Pacific: Goldman Sachs expects the coronavirus to be …

The Daily Shot Brief – February 7th, 2020

Greetings,   Global Developments: Healthcare funds are benefitting from sizeable inflows, in part due to the epidemic. But so are other risk assets.   The United States: The Fed’s accommodative monetary policy produced substantial asset inflation, while growth in “real economy” prices has been modest.   Also, one of the reasons for low volatility in …