The Daily Shot Brief – April 10th, 2019

Greetings,   The United States: An index based on legal transactions (LegalShield) does not support the recent jump in existing home sales.   The Eurozone: The “gilets jaunes” movement persists.   Equities: The global corporate earnings newsflow index has stabilized.   China: The housing market policy conditions remain tight (in 2017 Beijing tightened requirements for …

The Daily Shot Brief – April 9th, 2019

Greetings,   The United States: Business credit applications have slowed in the first quarter.   The Eurozone: The euro’s historical volatility has tumbled this year (60-day vol shown below).   Equities: International developed markets look increasingly undervalued vs. the US.   China: Lending is on the rise again.   Global Developments: The ANZ Global Leading …

The Daily Shot Brief – April 3rd, 2019

Greetings,   The United States: Regional manufacturing surveys point to slower factory input inflation (priced paid) across the US.   The Eurozone: Retail currency traders are betting on a rebound in the euro.   Equities: High-beta shares have been flying high.   Commodities: This chart shows China’s commodity consumption.   Global Developments: The US dollar’s …