The Daily Shot Brief – March 17th, 2020

Greetings,

 

Equities: The spread between the S&P 500 dividend yield and the 10yr Treasury reached a new high. The market expects companies to start cutting dividends.

Source: The Daily Shot

 

Credit: Will firms have trouble rolling their maturing debt?

Source: @financialtimes; Read full article

 

Which sectors are most exposed?

Source: @financialtimes; Read full article

 

China: Economic activity is gradually recovering.

Source: Gavekal

 

The housing market has softened.

Source: Goldman Sachs

 

United Kingdom: The BoJ is boosting its securities purchases.

Source: @markets; Read full article

 

United Kingdom: The GDP forecast from Pantheon Macroeconomics points to a long-term impact on growth.

Source: Pantheon Macroeconomics

 

Food for Thought: US homeowners planning to move:

Source: LendingTree; Read full article

Edited by Devon Lall

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Contact the Daily Shot Editor: Editor@DailyShotLetter.com

 

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