The Daily Shot Brief – February 23rd, 2021



Equities: The reflation trade has accelerated.

Source: Daily Shot


Credit: Here is an overview of fixed-income asset volatility, yield, duration, and yield per unit of volatility.

Source: SPDR Americas Research, @mattbartolini


Rates: While the Treasury curve keeps steepening, it is not as steep as growth indicators would imply.

Source: Nordea Markets


Real rates rather than inflation expectations drove the most recent jump in yields.

Source: Pantheon Macroeconomics


Commodities: Commodity fund inflows remain robust.

Source: Rabobank, Charles-Henry Monchau


Emerging Markets: The Petrobras mess has been putting pressure on Brazil’s markets.

Source: Bloomberg Read full article
Source: Daily Shot


Food For Thought: Who was the best US president according to GOP voters?

Source: YouGov America

Edited by Devon Lall

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