The Daily Shot Brief – December 5th, 2023



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?

Source: The Daily Shot
Source: USA Today  Read full article


Equities:  US investors have been willing to pay a large premium for rising, high-quality profits this year.

Source: Citi Private Bank


Cryptocurrency: Crypto funds continued to see inflows last week, led by long-bitcoin products.

Source: CoinShares
Source: CoinShares


Rates: Hedge funds have been boosting their bets on rapid-fire Fed rate cuts next year. Too much enthusiasm?

Source: The Daily Shot
Source: @markets  Read full article


The Eurozone: Amid an already faltering economy, Germany’s ‘debt brake’ may pose a significant additional obstacle to economic growth, intensifying existing headwinds.

Source: Gavekal Research
Source: @bpolitics  Read full article


Energy: Uranium prices are surging.

Source: The Daily Shot


Food for Thought: Allocation of defense spending by category:

Source: OECD  Read full article

Edited by William Villacis

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