The Daily Shot Brief – April 9th, 2018




The United States: Some economists suggest that the US (and global) factory activity is about to slow substantially (“VP” = Variant Perception).

Source: Variant Perception


Equity Markets: According to one measure of investor sentiment, the bull/bear ratio is now below one.

Source: Yardeni Research

And investment managers have significantly cut their exposure to the stock market. A bullish signal?

Source:, h/t Paul Menestrier; Read full article


CreditWho originates the most commercial mortgages?

Source: Mortgage Bankers Association (MBA)


Global Developments: Is loan growth in advanced economies about to turn higher?

Source: Capital Economics


Eurozone: The sudden soft patch in economic activity, climbing bond yield differentials with the US, and elevated speculative net-long bets don’t bode well for the euro.

Source: BMI Research
Source: BMI Research


Commodities: Gold is stuck in a trading range, awaiting direction from the dollar.

Source: Bloomberg


Rates: This chart provides a comparison of bond yields around the world.

Source: Garth Friesen; Read full article


Food for Thought: Which sectors are leading on AI?

Source: Barron’s, h/t Paul Menestrier; Read full article


Edited by Joseph N Cohen

To receive the Daily Shot Premium, you need to be a subscriber to The Wall Street Journal. The Daily Shot readers qualify for a special membership offer of $1 for 2 months and can join simply by clicking here.

If you are already a WSJ member, you can sign up for The Daily Shot at our Email Center by clicking here.

The Daily Shot Premium is also available online at

If you have any issues at all, please contact a Customer Service representative by calling 1-800-JOURNAL (1-800-568-7625) or sending an email to

Thanks to Josh Marte (@joshdigga), Matt Garrett (@MattGarrett3), Joseph Cohen (@josephncohen),, S&P Global, and Moody’s Investors Service for helping with the research for the Daily Shot.

We would also like to thank the Federal Reserve Bank of St. Louis for the incredible job they have done providing data and graphics to the public. Here is the credit and legal notice related to all FRED charts: FRED® Graphs ©Federal Reserve Bank of St. Louis. All rights reserved. All FRED® Graphs appear courtesy of Federal Reserve Bank of St. Louis.

Contact the Daily Shot Editor:

Leave a Reply