The Daily Shot Brief – January 30th, 2019

Greetings,

 

The United States: Several analysts are predicting that the US and China will come to a resolution on trade this spring. This chart shows a US-China trade policy risk indicator (with a forecast).

Source: @myrosenbrg

 

China: China’s banks trade below book value.

ource: WSJ.com, h/t Paul Menestrier; Read full article

 

The Eurozone: Japanese investors have been buying quite a bit of Eurozone sovereign debt. The yields look relatively attractive when swapped into yen (from euro).

Source: TS Lombard

 

Equities: The active/passive fund rotation continues.

Source: Credit Suisse

 

Credit: Here is a chart on consumer credit. It takes a long time for prime borrowers to improve their credit scores after foreclosure.

Source: Deutsche Bank Research

 

Global Developments: This chart shows investors’ risk appetite (measured by relative exposure) across different markets.

Source: CrossBorder Capital

 


Food for Thought: The highest-paying profession by state:

Source: @howmuch_net; Read full article

 

 


Edited by Joseph 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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