The Daily Shot Brief – October 21st, 2020



Rates: Markets are preparing for another massive US stimulus bill and the Treasury debt issuance spike that will follow. The Fed has been steadily buying Treasuries and MBS bonds, but that’s not enough to absorb all the new supply.

Source: Daily Shot


Is there sufficient appetite at the FOMC to repeat the April buying blitz?

Source: CNBC Read full article


Commodities: Aluminum prices have been surging on demand from China as inventories shrink.

Source: @WSJ Read full article
Source: The Copper Journal


China: Land sales are starting to roll over, which typically leads fixed asset investment by five months, according to TS Lombard. Will the government inject capital to delay an investment slowdown?

Source: TS Lombard


Europe: Which EU sectors are most exposed to Brexit?

Source: ING


United States: Companies are increasingly discussing localization efforts – a shift from globalization.

Source: Deutsche Bank Research


Food For Thought: The increase in digital tool usage during COVID:

Source: @wef Read full article

Edited by Devon Lall

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