The Daily Shot Brief – November 25th, 2020

Greetings,

 

Administrative Update

Please note that The Daily Shot will not be published on Thursday, Nov. 26th and Friday, Nov. 27th.

 

Equities: The stock market is pricing in higher inflation ahead. Here is the relative performance of stocks that benefit from increased inflation vs. those that underperform when prices climb.

Source: Daily Shot

 

Rates: US Treasury implied volatility (MOVE Index) has diverged from VIX, which remains elevated.

Source: Arbor Research & Trading

 

Energy: This chart shows a global forecast for battery storage capacity over the next decade.

Source: @adam_tooze, @financialtimes Read full article

 

Japan: Barclays expects core CPI to trend below zero next year before finally turning positive in 2021.

Source: Barclays Research

 

United Kingdom: Cash hoarding accelerated this year.

Source: BoE Read full article

 

Food For Thought: TV shows watched during the election week:

Source: Reelgood

Edited by Devon Lall

Contact the Daily Shot Editor: Editor@DailyShotLetter.com


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