Greetings,
The United States: The GDP-GDI divergence has reached extreme levels. Could recent GDP data be overstating the true extent of the US economic growth?
Equities: US investors have been willing to pay a large premium for rising, high-quality profits this year.
Cryptocurrency: Crypto funds continued to see inflows last week, led by long-bitcoin products.
Rates: Hedge funds have been boosting their bets on rapid-fire Fed rate cuts next year. Too much enthusiasm?
The Eurozone: Amid an already faltering economy, Germany’s ‘debt brake’ may pose a significant additional obstacle to economic growth, intensifying existing headwinds.
Energy: Uranium prices are surging.
Food for Thought: Allocation of defense spending by category:
Edited by William Villacis
Contact the Daily Shot Editor: Brief@DailyShotResearch.com
