The Daily Shot Brief – February 6th, 2025

Greetings,

 

Equities: The rise in the S&P 500 last year was one of the strongest since 1928 and was mostly driven by valuation expansion.

Source: Goldman Sachs

 

Credit: Leveraged loan issuance saw its strongest January in over a decade as loan spreads keep tightening.

Source: Vincent Daigger, Lara Wieczezynski, @TheTerminal, Bloomberg Finance L.P.   Read full article

 

The United States: The trade deficit neared $100 billion in December as imports surged.

Source: The Daily Shot
Source: Newsweek   Read full article

 

Canada: Canada’s trade balance swung into surplus for the first time in ten months.

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

 

Emerging Markets: Ukraine’s bond prices are soaring on hopes of a potential end to the war.

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

 

Commodities: Gold lease rates have surged to multi-year highs, reflecting extreme tightness in the market as traders rush to secure bullion ahead of potential US tariffs.

Source: @markets   Read full article

 

Food for Thought: Generative AI adoption outpaces prior technologies.

Source: Gavekal Research

Edited by William Villacis

Contact the Daily Shot Editor: Brief@DailyShotResearch.com




 

Leave a Reply