The Daily Shot Brief – July 16th, 2021




Canada: These charts from Oxford Economics show the growth and composition of households’ excess savings.

Source: Oxford Economics


China: Variant Perception’s China leading indicator has been held up by external factors, even as domestic liquidity data has slowed materially.

Source: Variant Perception


Emerging Markets: Investment in India’s tech sector hit a new high last quarter, driven by the US.

Source: @financialtimes Read full article



Energy: OECD oil inventories are below the 5yr average and headed lower.

Source: Cornerstone Macro


Equities: Stocks that perform well in a rising inflation environment have underperformed substantially in recent weeks – despite the upside CPI surprises.

Source: Daily Shot


Food for Thought: CEO-to-worker pay ratio by industry:

Source: Statista

Edited by Richard Holmes

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