The Daily Shot Brief – August 31st, 2020


Administrative Updates

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United States: Americans are moving into lower-density communities within their metro areas. Regional mortgage data provide the evidence for this trend (see comment below).

Source: AEI Housing Center


Eurozone: Hedge funds continue to boost their bets on the euro. When this crowded trade reverses, the selloff is going to be violent.

Source: The Daily Shot


Emerging Markets: The Brazilian real popped last week.

Source: The Daily Shot

Brazil’s loan growth is accelerating.

Source: The Daily Shot


Equities: The recent outperformance of growth vs. value has been remarkable.

Source: @WSJ Read full article
Source: David Lefkowitz, UBS Financial Services


Global Developments: Hedge funds are pressing their bets against the US dollar.

Source: Goldman Sachs


Food For Thought: COVID cases at US universities:

Source: Statista

Edited by Daniel Moskovits

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Lev Borodovsky
Editor, The Daily Shot

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