The Daily Shot Brief – September 24th, 2020

Greetings,

 

Equities: It’s been a rough month for stocks.

Source: The Daily Shot

Rising political uncertainty is on the minds of some investors.

Source: Commerzbank Research
Source: Twitter

This risk is increasingly being priced into the options markets. Here is the VIX futures curve.

Source: The Daily Shot

 

Rates: TIPs continue to see record inflows, amassing $10.3 billion over the past 3 months.

Source: Arbor Research & Trading

What would it take for rates to rise?

Source: BofA Securities, @WallStJesus

 

Energy: US natural gas prices came roaring back after the recent collapse and are now up over 25% from the lows.

Source: The Daily Shot

 

Eurozone: Italy’s 30yr bond yield hit a record low.

Source: The Daily Shot

 

Global Developments: Advanced economies will need some time to fully recover from the global recession, according to Barclays.

Source: Barclays Research

 

Food For Thought: US Electoral College projections:

Source: ANZ Research

Edited by Daniel Moskovits

Contact the Daily Shot Editor: Editor@DailyShotLetter.com


Dear Friends,

The full-length Daily Shot® is now an independent ad-free publication (see TheDailyShot.com). Here is a sample newsletter.

Daily Shot Brief subscribers are eligible to receive the full-length Daily Shot for $115/year (a $20 discount).

To subscribe with this discount, you must register here (NOTE: The regular subscription page will not acknowledge this coupon).  The coupon number is DSB329075 (please click the “apply” button for the discount to take effect).

A monthly subscription is also available (here).

The Food for Thought section is available as a separate newsletter. You can sign up here.

Please note that The Daily Shot is not an investment newsletter and is not intended for broad distribution.

If you have any questions, please contact Lev.Borodovsky@TheDailyShot.com.

Sincerely,

Lev Borodovsky
Editor, The Daily Shot


Leave a Reply