The Daily Shot Brief – March 20th, 2018

Greetings,     The United States: Trade-war scenarios aside, economists expect the US unemployment rate to fall further as fewer workers enter/reenter the labor force from the ‘sidelines.’   Equity Markets: Most analysts don’t see a tech bubble because valuations do not appear to be significantly richer than the S&P 500.   China: China’s growing fiscal impulse is …

The Daily Shot Brief – March 12th, 2018

Greetings,     The United States: US consumer and business confidence continues to climb. This chart combines multiple sentiment indicators.   Equity Markets: The chart below shows the longer-term implied volatility curve steepening, making it increasingly expensive to maintain long-vol positions.   Cryptocurrency: Large crypto exchanges are doing well.   The Eurozone: Below is the …