The Daily Shot Brief – September 1st, 2022

Greetings,

 

The United States: To begin, economists expect home price appreciation in the US to slow sharply next year.

Source: Goldman Sachs; @SamRo

 

US real yields continue to climb, pressuring stocks.

Source: The Daily Shot

 

The Eurozone:  At the Eurozone level, the CPI surprised to the upside again, hitting a new high. Core inflation is also surging (2nd panel).

Source: The Daily Shot

 

Asia – Pacific: Weakening demand in China sent South Korea’s factory activity tumbling.

Source: Reuters  Read full article
Source: The Daily Shot

 

Equities: Implied volatility (VIX) has decoupled from the stock market selloff.

Source: @themarketear

 

Rates: Treasuries are not attractive when hedged into EUR, GBP, or JPY.

Source: BCA Research

 

Emerging Markets: Turkey’s GDP surprised to the upside again.

Source: The Daily Shot

 

Food for Thought: Lastly, the independent voter is increasingly moderate:

Source: Morning Consult  Read full article

Edited by William Villacis

Contact the Daily Shot Editor: Brief@DailyShotResearch.com


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

Leave a Reply