The Daily Shot Brief – April 5th, 2022

Greetings,

 

The United States: To begin, let’s take a look at a comparison between today’s inflation trends and previous inflation spikes.

Source: MUFG

 

Europe: Amid the Russia-Ukraine crisis, European nations are finding it increasingly difficult to navigate their dependency on Russian oil. This chart shows Europe’s energy burden relative to the U.S.

Source: BlackRock Investment Institute

 

China: While the authorities are denying it, the Shanghai Port is facing increasing logistics bottlenecks.

Source: South China Morning Post Read full article
Source: VesselsValue

 

Also, following fears of stock delistings in US exchanges for not complying with audit rules, Chinese equity valuations are at their lowest level since 2018.

Source: UBS Research

 

Commodities: Commodity ETF flows surged in March following spikes in prices.

Source: SPDR Americas Research, @mattbartolini

 

Equities: In equity markets, the maximum drawdown in the S&P 500 tends to occur over a year after the yield curve flattens/inverts.

Source: MarketDesk Research

 

Food for Thought: Lastly, let’s look at where married households have stood as a share of total households.

Source: USAFacts Read full article

 


Edited by William Villacis

Contact the Daily Shot Editor: Brief@DailyShotResearch.com


If you would like to subscribe to the full-length Daily Shot (see example), please register here.

Leave a Reply