The Daily Shot Brief – September 1st, 2022



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

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