Greetings,
United States: Is the rout in rail freight ending?

Even the extra $300 payments (as opposed to $600 paid earlier) will fully replace many Americans’ lost incomes.

Eurozone: Consumers are starting to make major purchases – possibly using some of their savings.

Asia – Pacific: According to Natixis, “a stronger yen would improve the structurally weak consumer purchasing power through falling import prices.”

China: How will the US supply chain diversification impact China?

China’s courts are increasingly busy.

Rates: With the correlation between the S&P 500 and Treasury yields breaking down, the bond market is no longer a good hedge for stocks.

Food For Thought: Apple’s market dominance

Edited by Devon Lall
Contact the Daily Shot Editor: Editor@DailyShotLetter.com
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