Greetings,
The United States: This is the second longest streak of continuous payroll gains since 1939.
Source: Deutsche Bank Research
Betting markets have sharply reduced the likelihood of a recession this year following the election.
Source: Kalshi
Equities: The options market is anticipating record-high earnings reactions, with implied single-stock moves outpacing broader market volatility.
Source: BofA Global Research
Source: @markets Read full article
The sharp drop in funding spreads reflects reduced demand for equity derivatives. Institutional investors, including pension funds and hedge funds, appear to have shifted to net selling amid evolving Fed rate expectations.
Source: Goldman Sachs; @markets Read full article
The Eurozone: French bond spreads remain elevated amid political budget uncertainty.
Source: The Daily Shot
Source: POLITICO Read full article
India: The rupee has been under pressure.
Source: The Daily Shot
Source: Reuters Read full article
Japan: Japan’s stock/bond correlation remains elevated, which typically occurs during periods of high inflation.
Source: State Street Global Advisors Read full article
Food for Thought: Grocery retailers’ market share:
Source: The Economist Read full article
Edited by William Villacis
Contact the Daily Shot Editor: Brief@DailyShotResearch.com
Subscribe to the Daily Shot Brief
If you would like to subscribe to the
full-length Daily Shot (
see example ), please register
here .