The Daily Shot Brief – November 9th, 2018



The United States: Will improved pricing power in the corporate sector result in an upside inflation surprise?

Source: Oxford Economics


China: The percentage of Chinese bonds held by foreigners keeps climbing.

Source: Natixis


Eurozone: Here is Goldman’s Q4 GDP tracker for the Eurozone.

Source: Goldman Sachs


Equities: Valuations remain reasonable since the October selloff.

Source: Yardeni Research; Read full article

However, analysts are concerned that tighter financial conditions (especially further strength in the dollar) will dent earnings growth next year.

Source: Stifel


Credit: Investors are getting back into junk bonds.

Source: @markets; Read full article


Emerging Markets: South Africa’s mining production declined on a year-over-year basis.

Source: Nedbank


Global Developments: More central banks are hiking rates.

Source: ANZ Research


Food for Thought: The US retail sector has stabilized.

Source: Moody’s Investors Service


Edited by Joseph Cohen

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Thanks to Josh Marte (@joshdigga), Matt Garrett (@MattGarrett3), Joseph Cohen (@josephncohen),, S&P Global, and Moody’s Investors Service for helping with the research for the Daily Shot.

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