The Daily Shot Brief – September 22nd, 2020

Greetings,

 

United Kingdom: Are UK exporters ready to start paying a 3% tariff to the EU?

Source: BCA Research

 

China: Loan rates are expected to drift lower.

Source: Pantheon Macroeconomics

 

Energy: BCA Research expects oil demand growth to exceed the increases in supply next year.

Source: BCA Research

 

The recovery in oil prices from all-time lows has done little to support energy stocks.

Source: BCA Research

 

Equities: Small-cap stocks tend to outperform during an economic recovery …

Source: BofA Securities

 

… and when credit spreads tighten.

Source: BofA Securities

 

Credit: US small caps are running record leverage.

Source: BofA Securities

 

Food For Thought: Employment by company size:

Source: @adam_tooze, @FT Read full article

Edited by Devon Lall

Contact the Daily Shot Editor: Editor@DailyShotLetter.com


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