The Daily Shot Brief – October 27th, 2022



The United States: To begin, consumer awareness of inflation news is very high, which could keep inflation elevated.

Source: Oxford Economics


There is a lot of talk about the Fed’s “pivot” (especially after the BoC’s dovish hike).

Source: TS Lombard


Equities: Short-term options activity has exploded, boosting gamma spikes and exacerbating market moves.

Source: @markets, @tracyalloway, h/t @jessefelder  Read full article


China: Semiconductors are now China’s largest import.

Source: Natixis


Credit: The number of stressed credits is expected to increase this quarter.

Source: S&P Global Ratings


Energy: US oil inventories increased last week but product inventories remain depressed.

Source: EIA


Commodities: Large grain companies have posted better-than-expected profits and raised their financial outlooks for the year.

Source: @WSJ  Read full article
Source: The Daily Shot


Food for Thought: To conclude, here’s a look at consumers’ willingness to splurge this holiday season:

Source: McKinsey & Company

Edited by William Villacis

Contact the Daily Shot Editor:

If you would like to subscribe to the full-length Daily Shot (see example), please register here.

Leave a Reply