The Daily Shot Brief – September 28th, 2020



United States: BlackRock expects a higher inflation regime in the medium term (well above market-based inflation expectations).

Source: BlackRock


Inflation has been driven by demand this year.

Source: @WSJ Read full article


The largest decline in credit/debit card spending has been among Americans with the best credit scores.

Source: Moody’s Analytics


Eurozone: Who are the biggest beneficiaries of the EU stimulus program (2 charts)?

Source: @bpolitics Read full article
Source: @bpolitics Read full article


Commodities: Here is how key commodities performed during previous sharp increases in inflation expectations, according to Morgan Stanley.

Source: Morgan Stanley Research


Equities: Options markets have priced in a significant election-related risk.

Source: S&P Global Market Intelligence


Here is a comparison to previous elections.

Source: Hugo Ste-Marie, Portfolio & Quantitative Strategy Global Equity Research, Scotia Capital


Global Developments: How will the outcome of the US election impact the currency market?

Source: @WSJ Read full article


How long can households cover their living expenses after a job loss?

Source: @bopinion Read full article


Food For Thought: Spending time eating and drinking:

Source: Statista

Edited by Devon Lall

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