The Daily Shot Brief – May 25th, 2021


Administrative Update

As a reminder, The Daily Shot Brief will not be published from May 27th to May 31st.


United States: The consensus inflation projections have barely moved for 2022 CPI compared with the surge in 2021 forecasts. The Fed refers to this trend as “anchored” longer-term inflation expectations.

Source: Variant Perception


Low-income employment recovery has a long way to go (which is why the Fed remains dovish).

Source: @WSJ Read full article


United Kingdom: We have some data on changes in shopping habits.

Source: Shopify Read full article


Eurozone: Le Pen is polling well – a potential issue for France and the Eurozone.

Source: @EuropeElects


Emerging Markets: Most EM countries are within or below target inflation levels.

Source: IIF


Inflation cycles have been more synchronized in recent years.

Source: IIF


Equities: An increase in hedge fund ownership of a stock can signal stronger performance ahead.

Source: @LizAnnSonders, @GoldmanSachs


Food For Thought: The supply chain for a smartphone processor:

Source: Reuters Read full article

Edited by Devon Lall

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