The Daily Shot Brief – April 9th, 2018

Greetings,

 

 

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: WSJ.com, 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


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

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