The Daily Shot Brief – November 30th, 2023



The United States: The November Beige Book report from the Federal Reserve showed that inflation concerns continue to moderate.

Source: Oxford Economics
Source: MarketWatch  Read full article


Equities: Hedge funds have tilted their exposure toward momentum stocks.

Source: BofA Global Research; @dailychartbook


The Eurozone: With inflation falling, the market is pricing in faster ECB rate cuts (2 charts).

Source: The Daily Shot
Source: The Daily Shot


Commodities: Dry bulk shipping costs (for cargo such as iron ore) have been surging due to the Panama Canal delays. The bottleneck is most acute for capesize vessels.

Source: The Daily Shot
Source: FreightWaves  Read full article
Source: FreightWaves  Read full article


Global Developments: Global bond markets are having a good month.

Source: The Daily Shot


Japan: Retail sales declined sharply.

Source: The Daily Shot


Food for Thought: Traffic fatalities during holidays:

Source: Statista

Edited by William Villacis

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