The Daily Shot Brief – September 29th, 2020



United States: Forecasters are increasingly convinced that the next government stimulus package won’t be implemented until next year.

Source: Morgan Stanley Research

And here’s Moody’s Analytics employment projections under various election outcomes:

Source: Moody’s Analytics


Eurozone: The euro remains vulnerable to a potential unwind of massive short-dollar bets.

Source: The Daily Feather


Emerging Markets: Despite the 200 bps rate hike, the Turkish lira’s selloff resumed as the currency hits new lows.

Source: The Daily Shot


Equities: How does inflation impact share valuations?

Source: Goldman Sachs, @ISABELNET_SA

This scatterplot shows sales growth vs. the core CPI.

Source: Goldman Sachs, @ISABELNET_SA


Alternatives:  The SPAC madness continues.

Source: @WSJ Read full article


Food For Thought: Support for phasing out gasoline-powered cars in the US:

Source: YouGov Read full article

Edited by Daniel Moskovits

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