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Please note that The Daily Shot will not be published on Thursday, Nov. 26th and Friday, Nov. 27th.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.
Rates: US Treasury implied volatility (MOVE Index) has diverged from VIX, which remains elevated.
Energy: This chart shows a global forecast for battery storage capacity over the next decade.
Japan: Barclays expects core CPI to trend below zero next year before finally turning positive in 2021.
United Kingdom: Cash hoarding accelerated this year.
Food For Thought: TV shows watched during the election week:
Edited by Devon Lall
Contact the Daily Shot Editor: Editor@DailyShotLetter.com
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