The Daily Shot Brief – October 27th, 2022

Greetings,

 

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: Brief@DailyShotResearch.com


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