The Daily Shot Brief – May 28th, 2020

Greetings,   United States: Mortgage applications for house purchase have fully recovered, hitting a multi-year high.   Europe: The EU announced a substantial fiscal measure targeting post-pandemic recovery. Who will benefit the most from the Next Generation EU fund of €750 billion?   Commodities: Some analysts continue to predict a return of the commodities supercycle. …

The Daily Shot Brief – May 21st, 2020

Greetings,   United States: Let’s start with the housing market. Mortgage applications to purchase a home are almost back to 2019 levels. It’s been an impressive rebound. Shares of homebuilders have been outperforming since the market lows.   Eurozone: Consumer confidence bounced from the lows.   Energy: Crude oil inventories are finally declining. The next …