Greetings,
The United States: Here is the progression of tariffs on Chinese imports (increasingly impacting consumer products).
Rates: Here is an updated chart on Treasury holdings.
China: Deutsche Bank expects China’s current account balance to flip into deficit next year.
The Eurozone: When is the ECB’s “liftoff”?
Equities: While bank shares tend to trade with the slope of the yield curve, there doesn’t seem to be a direct relationship between the 10yr-2yr Treasury spread and net interest margins.
Credit: Which sectors had the highest increases in corporate debt?
Emerging Markets: This chart provides a detailed history of EM crises by region and type.
Food for Thought: Old-age dependency ratio:
Edited by Joseph Cohen
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Thanks to Josh Marte (@joshdigga), Matt Garrett (@MattGarrett3), Joseph Cohen (@josephncohen), Ycharts.com, S&P Global, and Moody’s Investors Service for helping with the research for the Daily Shot.
We would also like to thank the Federal Reserve Bank of St. Louis for the incredible job they have done providing data and graphics to the public. Here is the credit and legal notice related to all FRED charts: FRED® Graphs ©Federal Reserve Bank of St. Louis. All rights reserved. All FRED® Graphs appear courtesy of Federal Reserve Bank of St. Louis. http://research.stlouisfed.org/fred2/
Contact the Daily Shot Editor: Editor@DailyShotLetter.com