The Daily Shot Brief – February 27th, 2024

Greetings,

 

The United States: Could we see a rebound in housing inflation?

Source: Torsten Slok, Apollo

 

Japan: JGBs declined in response to the CPI report which came well above forecasts, with the 2-year yield reaching a multi-year high.

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

 

Energy: The recent jump in US natural gas prices proved to be fleeting, with forecasts calling for unusually warm weather in the eastern United States in the coming days.

Source: The Daily Shot
Source: NOAA

 

Equities: The S&P 500 has advanced for 15 of the last 17 weeks – the longest winning streak since 1989.

Source: h/t Henry Allen, Deutsche Bank Research

 

Credit: High-yield bond spreads continue to tighten.

Source: The Daily Shot

 

Rates: The recent increase in Treasury yields has been about economic growth expectations, not just hawkish monetary policy.

Source: Goldman Sachs; @MikeZaccardi

 

Food for Thought: China’s daunting demographic challenges:

Source: @WSJ  Read full article

Edited by William Villacis

Contact the Daily Shot Editor: Brief@DailyShotResearch.com


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