The Daily Shot Brief – August 26th, 2020



United States: Is the rout in rail freight ending?

Source: Yardeni Research


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

Source: Goldman Sachs


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

Source: Morgan Stanley Research


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

Source: Natixis


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

Source: MarketDesk Research


China’s courts are increasingly busy.

Source: The Economist, @adam_tooze Read full article


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.

Source: @markets Read full article


Food For Thought: Apple’s market dominance

Source: @adam_tooze, @FT Read full article

Edited by Devon Lall

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