The Daily Shot Brief – August 24th, 2017

Greetings,

 

The United States: US commercial property rent increases seem to have peaked.

Source: Wells Fargo, @joshdigga

Foreign capital inflows into US commercial real estate have peaked as well. Here is the breakdown by origin.

Source: Wells Fargo, @joshdigga

 

Credit: Leveraged loan issuance hits the highest monthly volume in two years.

Source: @tracyalloway; Read full article

 

Equity Markets: Fund outflows from US equities accelerated while inflows into global stock funds have stalled (“ETP” = exchange traded product, “MF” = mutual fund).

Source: Credit Suisse

Here are the fund flows for large and small-cap US funds.

Source: Credit Suisse

And this chart shows fund flows into (non-US) developed and emerging markets.

Source: Credit Suisse

 

China: What are the implications of the latest Communist Party congress?

Source: BMI Research

 

The Eurozone: Here is a forecast for the ECB’s QE tapering. This, combined with improving economic growth (#2 above) should support the euro.

Source: Danske Bank, @joshdigga

 

Emerging Markets: Debt issuance in the Middle East surged since the decline in oil prices.

Source: @WSJ; Read full article

 

Global Developments: For the first time in a decade, all OECD economies are expanding.

Source: @WSJ; Read full article

 


Food for Thought: What is the “carbon intensity” of different foods?

Source: @shrinkfoot; Read full article

How does this intensity translate into the carbon footprint for different diets?

Source: @shrinkfoot; Read full article

 

The next Daily Shot Brief will be out on Monday, August 28th.

Have a great weekend!


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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