The Daily Shot Brief – September 7th, 2018

Greetings,   The United States: US consumers, especially those with higher incomes, are increasingly concerned about tariffs.   China: China’s export growth appears to be overstated based on trade data reported by the nation’s trading partners.   The Eurozone: Sweden’s central bank (Riksbank) pushed out its forecast for rate increases – again. It also downgraded …

The Daily Shot Brief – September 5th, 2018

Greetings,   The United States: Manufacturing reports continue to show rapid inventory build. The Daily Feather: – Major restocking tends to coincide with the economy emerging from a recession, making the current inventory build unusual – in a bad way. Fear is driving companies to overbuild inventories. Transportation bottlenecks and worries over future higher-priced input …

The Daily Shot Brief – August 22nd, 2018

Greetings,   The United States: Oxford Economics is forecasting weaker business investment growth going forward.   China: China’s domestic bond issuance has slowed.   The Eurozone: Investors are concerned that the new Italian government will embark on a more expansionary fiscal policy. The political parties in charge are still very popular. Here are some debt-to-GDP …

The Daily Shot Brief – August 17th, 2018

Greetings,   The United States: It’s important to keep in mind that consumer confidence measures in the US tend to be politically biased. The average trends, however, still tend to be very useful for economists.   China: The nation’s housing supply has been tightening, boosting residential construction activity (which, in addition to anti-pollution regulation, raised …

The Daily Shot Brief – August 10th, 2018

Greetings,   The United States: US tariffs are expected to hit lower-income households disproportionally.   China: China’s trade surplus continues to trend lower.   The Eurozone: The Eurozone GDP tracker is off the highs but appears to have stabilized. The ECB is likely to proceed with the conclusion of its securities purchase program.   Equity Markets: …