The Daily Shot Brief – November 1st, 2022

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The United States: The debt ceiling could be hit as early as February. Will the US repeat the 2011 impasse that resulted in a downgrade? As we saw in the UK, the markets these days have limited tolerance for fiscal uncertainty.

Source: CNN Business  Read full article
Source: BofA Global Research


The United Kingdom: How will the markets respond to the BoE’s announcement? Here are potential scenarios from ING.

Source: ING


Europe: Here is the energy-related increase in the cost of living across Europe.

Source: IMF  Read full article


China: The number of cities in China under lockdown has increased since the summer. The graph below shows the share of GDP impacted. The PBoC has pledged to keep supporting economic growth.

Source: Reuters  Read full article
Source: Morgan Stanley Research


Equities: Equity momentum factor products exhibited the highest returns among other equity factors last month.

Source: The Daily Shot


Emerging Markets: Brazil seems poised to begin cutting rates amid lowering inflation.

Source: Gavekal Research


Asia – Pacific: South Korea’s manufacturing activity continues to contract.

Source: S&P Global PMI


Food for Thought: What contributed to challenges in dealing with COVID in the US?

Source: Pew Research Center  Read full article

Edited by William Villacis

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