The Daily Shot Brief – January 3rd, 2018

Greetings,

 

The United States: What’s the impact of the new tax bill on the GDP growth over the next couple of years?

Source: LPL Research

 

Global Developments: The global manufacturing boom should send the world GDP growth to a multi-year high.

Source: Capital Economics

 

The Eurozone: Here is a forecast for the real GDP and the debt-to-GDP ratio in Italy, France, Germany and the Eurozone.

Source: @Breakingviews, @LJucca; Read full article

 

Credit: This chart shows the total syndicated corporate loan volume since 1991.

Source: @TRLPC

 

Emerging Markets: Manufacturing activity in several EM economies keeps improving (in tandem with developed markets).

• Brazil manufacturing PMI:

Source: IHS Markit; Read full article

• India manufacturing PMI:

Source: IHS Markit; Read full article

 

Bitcoin: Which countries will be most impacted by a Bitcoin wipeout scenario?

Source: Citi, @Schuldensuehner

 

Rates: The copper-to-gold ratio suggests that longer-dated Treasury yields have room to advance.

Source: @AndreasSteno; Read full article

 

Equity Markets: In 2017 the S&P 500 did not have a single monthly decline and has now risen for 14 months in a row. This has never happened before. How long can this trend continue?

Source: LPL Research

 

Energy Markets: Hedge funds are on the other side of the swap dealers’ trades, with net positions (both in Brent and WTI crude) also the highest on record.

Source: @JKempEnergy

 


Food for Thought: High-profile sexual harassment cases by industry.

Source: @axios; Read full article

Edited by Joseph N Cohen


To receive the Daily Shot Premium, you need to be a subscriber to The Wall Street Journal. The Daily Shot readers qualify for a special membership offer of $1 for 2 months and can join simply by clicking here.

If you are already a WSJ member, you can sign up for The Daily Shot at our Email Center by clicking here.

The Daily Shot Premium is also available online at DailyShotWSJ.com

If you have any issues at all, please contact a Customer Service representative by calling 1-800-JOURNAL (1-800-568-7625) or sending an email to support@wsj.com.


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.

We would also like to thank the Federal Reserve Bank of St. Louis for the incredible job they have done providing data and graphics to the public. Here is the credit and legal notice related to all FRED charts: FRED® Graphs ©Federal Reserve Bank of St. Louis. All rights reserved. All FRED® Graphs appear courtesy of Federal Reserve Bank of St. Louis. http://research.stlouisfed.org/fred2/


Contact the Daily Shot Editor: Editor@DailyShotLetter.com

Leave a Reply

Your email address will not be published. Required fields are marked *