The Daily Shot Brief – January 26th, 2018

Greetings,     The United States: Economists continue to predict an acceleration in US wages.   The Eurozone: German business climate keeps improving. However, there is a widening gap between the current conditions and business expectations. The second set of charts below shows the sector breakdown.   Equity Markets: Analysts continue to raise concerns about …

The Daily Shot Brief – January 25th, 2018

Greetings,     The United States: The January Markit PMI report on US business activity shows some divergence between manufacturing and services.   The Eurozone: There are signs of higher inflation down the road. • The price component of the PMI report: • The PMI “delivery times” index:   Equity Markets: Pension funds keep reallocating out of …