The Daily Shot Brief – March 28th, 2023

Greetings,

 

The United States: The Dallas Fed’s manufacturing index continues to show slowing factory activity in the region.

Source: The Daily Shot

 

The Eurozone: The real M1 money supply is signaling a deep contraction in business activity.

Source: Pantheon Macroeconomics

 

China: Policy easing has taken place within the context of a stronger Chinese yuan.

Source: PGM Global

 

Equities: Investors are underweight US equities and overweight cash.

Source: BofA Global Research

 

Alternatives: Here are recent PE portfolio company bankruptcies by sector.

Source: S&P Global Market Intelligence

 

Credit: After the CS wipeout it will be challenging to rebuild confidence in the AT1 market. This chart shows the yield on Bloomberg’s European CoCo index.

Source: The Daily Shot

 

Cryptocurrency: Last week, crypto funds saw the largest inflows since July 2022.

Source: CoinShares  Read full article

 

Food for Thought: Lastly, the plant-based meat industry has been facing challenges.

Source: Morning Consult  Read full article

Edited by William Villacis

Contact the Daily Shot Editor: Brief@DailyShotResearch.com


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