The Daily Shot Brief – February 4th, 2021



United States: The strength in mortgage applications has been impressive.

Source: The Daily Shot


United Kingdom: The BoE is expected to keep policy on hold (no new stimulus). The central bank financed 122% of the annual budget deficit last year.

Source: @TCosterg

The gilt curve has steepened.

Source: The Daily Shot


China: According to Pantheon Macroeconomics, China’s budget deficit widened substantially last year.

Source: Pantheon Macroeconomics


Equities: S&P 500 value and dividend factors outperformed last month.

Source: S&P Global Market Intelligence


Rates: The 10yr US inflation swap rate is at resistance.

Source: @TheTerminal, Bloomberg Finance L.P.


Food For Thought: Big Tech profits:

Source: @axios Read full article

Edited by Daniel Moskovits

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