The Daily Shot Brief – September 29th, 2021

Greetings,

 

United States: The risk of a technical default remains priced into the Treasury curve, which is inverted at the short end.

Source: Daily Shot

 

Eurozone: Capital Economics expects surging natural gas prices to bring the headline CPI to 4% this year.

Source: @CapEconEurope Read full article

 

China: Financing for developers has been tightening (2 charts).

Source: Gavekal Research
Source: Gavekal Research

 

Emerging Markets: Which countries are most vulnerable to a slowdown in China?

Source: TS Lombard


Equities:
Rising bond yields pressured stocks on Tuesday, with growth stocks underperforming

Source: Daily Shot

 

Food for Thought: Largest beef exporters:

Source: @FarmPolicy, Bloomberg Read full article

Edited by Devon Lall

Contact the Daily Shot Editor: Editor@DailyShotLetter.com


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