Greetings,
The United States: Mortgage applications held up well last week.
The Eurozone: Euro-area consumer inflation expectations rose more than expected last month.
Source: TheDailyShot
Source: Bloomberg Read full article
Japan: The rise in EUR/JPY in recent years boosted the value of German assets versus Japanese assets in yen terms.
Energy: Here is a look at US hydropower generation.
Alternatives: Private equity fundraising has slowed in 2025, with Q1 totals down 35% year-over-year and on pace for the weakest annual showing in nearly a decade. The decline reflects persistent headwinds from high borrowing costs, weak exits, and investor caution amid macro and geopolitical uncertainty.
Equities: Excluding NVIDIA, the Magnificent 7’s year-over-year free cash flow growth has turned negative. The sharp rebound in 2023 was driven by cost-cutting and headcount reductions following the “metaverse” bloat, but that tailwind has faded as AI-driven CapEx ramps up, pressuring cash flows once more.
Food for Thought: Apple’s net sales by product category:
Edited by Abraham Lent
Contact the Daily Shot Editor: Brief@DailyShotResearch.com
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