The Daily Shot Brief – August 25th, 2020

Greetings,

 

Equities: This scatterplot shows the average earnings surprise for Q2 vs. the year-over-year earnings growth rate (by sector).

Source: MarketDesk Research

 

Rates: SOMA securities purchases over time:

Source: Liberty Street Economics Read full article

 

Will slower growth in the Fed’s balance sheet boost the dollar?

Source: @AndreasSteno Read full article

 

Emerging Markets: Which bonds are most vulnerable to global inflation?

Source: @markets Read full article

 

United States: Many homeowners are getting forbearance extensions:

Source: Mortgage Bankers Association

 

The spike in mortgage applications points to further increases in new home sales.

Source: Pantheon Macroeconomics

 

Global Developments: This chart shows bank lending standards for advanced economies.

Source: @ISABELNET_SA, @GoldmanSachs

 

Food For Thought: How would you spend additional fiscal stimulus?

Source: MagnifyMoney Read full article

Edited by Devon Lall

Contact the Daily Shot Editor: Editor@DailyShotLetter.com

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