The Daily Shot Brief – March 14th, 2018

Greetings,

 

 

The United States: The inflation indicator based on US news flow hit the highest level since 2006.

Source: Absolute Strategy Research

The prices charged by small businesses, as reported by the NFIB survey, point to higher inflation ahead.

Source: Pantheon Macroeconomics

 

Equity Markets: How do different market strategies (factors) perform in different GDP growth environments?

Source: FactorResearch

 

Emerging Markets: Here is the breakdown of Russia’s exports.

Source: @PlanMaestro, @josephncohen

 

The Eurozone: The euro area’s capacity utilization is quite high, which bodes well for business investment.

Source: Credit Suisse
Source: Pantheon Macroeconomics

 

China: Asset growth at China’s banks is slowing.

Source: Moody’s Investors Service

Here is asset growth vs. the capital adequacy ratio.

Source: Moody’s Investors Service

 

Commodities: Many analysts expect copper prices to keep climbing as the market shifts further into deficit.

Source: BMI Research
Source: BMI Research

 

Credit: Here is how fixed-income funds’ AUM has changed this year across the various asset classes.

Source: @trevornoren, @josephncohen; Read full article

 


Food for Thought: The drug war over the US opioid crisis is being waged in Mexico.

Source: @PotResearch, h/t Jed

 

 

 

Edited by Joseph N 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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