United States: This chart shows consumer debt changes in the first half of 2019 and 2020 (significant reductions in credit card debt).
Europe: Job losses due to corporate restructuring have been substantial.
Also, the Swiss Franc remains negatively correlated with markets that signal risk-on, such as equities and yields/curve.
Energy: The US rig count is set to recover.
Equities: Fund managers are increasingly convinced that we are in a bull market.
Is M&A activity rebounding?
Credit: Investors continue to demand LIBOR floors on new leveraged loans.
Food For Thought: Water stress globally:
Edited by Devon Lall
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