The Daily Shot Brief – February 23rd, 2021

Greetings,

 

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

Contact the Daily Shot Editor: Editor@DailyShotLetter.com


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