Greetings,
United States: Consumers are concerned about inflation. Will it impact spending?

Asia-Pacific: The BoJ downgraded its inflation forecasts, suggesting that the accommodation will stay in place for some time to come.

Here is Bloomberg’s take on the BoJ Monetary Policy Board.

China: The credit impulse indicator has turned negative, which suggests slower economic growth ahead.

Emerging Markets: Peru’s assets are under pressure.

• The Peruvian sol:

• The 5yr bond yield:

Equities: BofA’s private client equity allocations hit a record high.

Here are the private clients’ ETF flows over the past four weeks.

Food For Thought: Watching sports:

Edited by Devon Lall
Contact the Daily Shot Editor: Editor@DailyShotLetter.com