The Daily Shot Brief – January 19th, 2023



The United States: Economic activity in the US has taken a marked downturn. December retail sales surprised to the downside.

Source: The Daily Shot
Source: CNBC  Read full article


The United Kingdom: The RICS housing market index tumbled last month, surprising to the downside.

Source: The Daily Shot
Source: Reuters  Read full article


Emerging Markets: Global investors have been rotating into EM stocks.

Source: BofA Global Research


Equities: Here is a look at relative factor valuations.

Source: Research Affiliates  Read full article


Market focus has shifted from inflation to recession, with the stock-bond correlation turning negative.

Source: @TheTerminal, Bloomberg Finance L.P.


Rates: US bond fund inflows surged last week.

Source: Deutsche Bank Research


Japan: Foreigners have been dumping JGBs.

Source: The Daily Shot


Food for Thought: To conclude, here is an illustration of nuclear fusion:

Source: Longview Economics

Edited by William Villacis

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