The Daily Shot Brief – July 31st, 2018



The United States: This chart shows what portion of the second-quarter GDP growth can be attributed to the federal government stimulus as well as the pre-tariffs export burst.

Source: Steven Rattner ; Read full article

Here are the key drivers of growth over the past few years.

Source: Jack Ablin, Cresset Wealth Advisors


China: China’s offshore bond yields are still climbing.

Source: Natixis


Rates: Here is the Capital Economics’ forecast for central bank rates over the next couple of years.

Source: Capital Economics


Equity Markets: The demand for tech downside protection sent the QQQ (Nasdaq 100) skew to record highs.

Source: Bloomberg


Emerging Markets: Here are the CIBC forecasts for Mexcian and Brazilian inflation and central bank rates over the next 12 months (unfortunately the colors are inconsistent between the two charts).

Source: CIBC Capital Markets


Food for Thought: Tesla’s Model 3 is outselling other luxury cars in the US.

Source: Forbes, Statista; Read full article




Edited by Joseph 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

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

Thanks to Josh Marte (@joshdigga), Matt Garrett (@MattGarrett3), Joseph Cohen (@josephncohen),, 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.

Contact the Daily Shot Editor:

Leave a Reply