The Daily Shot Brief – January 30th, 2025

Greetings,

 

The United States: Economists and the market anticipate two Fed rate cuts this year.

Source: @TheTerminal, Bloomberg Finance L.P.  
Source: @TheTerminal, Bloomberg Finance L.P.  

 

Credit: Short bets on HY ETFs have been rising.

Source: @markets   Read full article  

 

Equities: The average lifespan of companies in the S&P 500 has been declining, dropping from nearly 35 years in the late 1960s to just over 18 years projected for the 2020s. This trend underscores the accelerating pace of disruption and turnover among market leaders.

Source: BofA Global Research  

 

Japan: The BoJ’s lending program has steadily expanded, reaching ¥80 trillion, but is now set to wind down as part of its broader balance sheet reduction. This marks a significant step toward policy normalization after years of aggressive monetary easing.

Source: @economics   Read full article  

 

Emerging Markets: Brazil’s central bank delivered another 100 bps rate hike.

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

 

Food for Thought: DeepSeek app downloads:

Source: Goldman Sachs; @MikeZaccardi  

Edited by William Villacis

Contact the Daily Shot Editor: Brief@DailyShotResearch.com




 

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