The Daily Shot Brief – July 19th, 2021

Greetings,     United States: The U. Michigan consumer sentiment report showed confidence deteriorating this month. Analysts have attributed this decline to higher prices and the loss of emergency unemployment benefits.   Europe: Germany’s two major parties continue to lose support.   China: China’s rebalancing toward the private sector continues.   Equities: Companies with higher …

The Daily Shot Brief – July 16th, 2021

Greetings,     Canada: These charts from Oxford Economics show the growth and composition of households’ excess savings.   China: Variant Perception’s China leading indicator has been held up by external factors, even as domestic liquidity data has slowed materially.   Emerging Markets: Investment in India’s tech sector hit a new high last quarter, driven by …

The Daily Shot Brief – July 13th, 2021

Greetings,     United States: Consumer and business survey data suggest that the unemployment rate should be below 4%.   Asia-Pacific: Australia’s business confidence took a hit last month.   China: Beijing’s tech crackdown did some damage to public shares’ market cap.   Equities: Margin expansion has been strong.   Credit: Leveraged loan lender protections …