The Daily Shot Brief – March 12th, 2025

Greetings,

 

The United States: Here is the Beveridge Curve.

Source: The Daily Shot

 

China: Export orders to Asia and other developing countries increased over the past month.

Source: China Beige Book

 

Energy: Investor sentiment on crude oil has been very bearish.

Source: Goldman Sachs; @BenniKim, @dailychartbook

 

Equities: The stock-bond correlation is turning negative as focus shifts from inflation to growth.

Source: The Daily Shot

 

Credit: CLO refinancing and rate reset activity remain elevated.

Source: @TheTerminal, Bloomberg Finance L.P.

 

Rates: The inversion of the breakeven inflation curve signals growing concerns about near-term inflation risks, while slower growth tempers inflation in the long run.

Source: @markets

 

Food for Thought: Retirement savings longevity by state:

Source: Visual Capitalist

 


Edited by Josh Oldmixon

Contact the Daily Shot Editor: Brief@DailyShotResearch.com




 

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