The Daily Shot Brief – May 7th, 2018




The United States: With more household members employed and working longer hours, the overall household paycheck growth remains above 4% per year.

Source: AllianceBernstein


Equity Markets: Here are some updates on the current earnings season.

• Earnings surprises:

Source: @FactSet; Read full article


CommoditiesThe rise in lumber prices has been impressive. Here is a 30-year chart.

Source: Bloomberg, @BullandBaird


Credit: Corporate debt growth continues to exceed household borrowing.

Source: @markets, @MollySmithNews, @CecileGutscher; Read full article


Emerging Markets: Bahrain’s CDS spread is also rising.

Source: Bloomberg


Rates: Is the market finally getting the Fed rate trajectory right?

Source: Deutsche Bank Research


Canada: Canada’s household credit growth has fallen sharply – mostly on slower mortgage activity.

Source: Scotiabank Economics


Eurozone: Greece’s debt repayment has been “kicked down the road.” Far.

Source: BMI Research


Food for Thought: The Trump-Kim summit scenarios.

Source: BMI Research



Edited by Joseph N Cohen

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