The Daily Shot Brief – January 19th, 2018

Greetings,

 

The United States: Will the recent US dollar weakness accelerate the import price growth? If so, we should see the effect in the CPI later this year.

Source: Capital Economics

 

Japan: Has Abenomics been effective?

Source: The Economist, @wef; Read full article

 

Energy Markets: Refinery inputs remain elevated for this time of the year.

Source: Princeton Energy Advisors

 

Bitcoin: Here is an estimate of market capitalizations, although these figures change materially by the hour.

Source: Capital Economics

Here is how Bitcoin’s market cap compares to other asset classes. This tells us that a sharp correction in cryptocurrencies is unlikely to spill over into other markets (for now).

Source: Capital Economics

 

Equity Markets: This chart shows the sector ETF flows over the past year. Notice the pickup in industrials and energy.

Source: Credit Suisse

 

China: The wealth effect from the housing boom has been unprecedented.

Source: @Sunchartist

 

Emerging Markets: EM fund inflows continue to impress.

Source: Credit Suisse

 


Food for Thought: All that unpaid work we have to do.

Source: @Davos; Read full article

 

Have a great weekend!

 

Edited by Joseph N Cohen


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Thanks to Josh Marte (@joshdigga), Matt Garrett (@MattGarrett3), Joseph Cohen (@josephncohen), Ycharts.com, S&P Global, and Moody’s Investors Service for helping with the research for the Daily Shot.

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