The Daily Shot Brief – December 15th, 2020

Greetings,

 

United States: Home equity withdrawals have increased in recent years.

Source: Longview Economics

 

Will rents continue to face downward pressure?

Source: Nomura Securities

 

Eurozone: The euro is correlated with China’s credit cycle, which points to further upside for the bloc’s currency.

Source: Alpine Macro

 

China: China’s overseas lending has collapsed.

Source: @adam_tooze, @JKynge, @Jonthn_Wheatley, @KevinPGallagher Read full article

 

Energy: OPEC cut its oil demand forecast for 2021. Crude oil dipped in response but then rebounded.

Source: MarketWatch Read full article
Source: @TheTerminal, Bloomberg Finance L.P.

 

Alternatives: Hedge funds are running significant leverage.

Source: Goldman Sachs, @ISABELNET_SA

 

Food For Thought: Is the US on the right track?

Source: @MorningConsult Read full article

Edited by Devon Lall

Contact the Daily Shot Editor: Editor@DailyShotLetter.com


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