The Daily Shot Brief – September 30th, 2020



United States: Higher consumer inflation tends to be good for profit margins.

Source: Gavekal


According to Morgan Stanley, CapEx plans have recovered.

Source: Morgan Stanley Research


But small business spending is lagging.

Source: Moody’s Analytics


Europe: Online search activity for credit cards slumped in Europe, diverging from the US.

Source: Arbor Research & Trading


In addition, the EU is proposing ambitious reductions in emissions.

Source: IMF


As a result, carbon credit prices may climb further.

Source: @WSJ Read full article


China: Profits have accelerated in the auto sector, while machinery and electronics have leveled off since April.

Source: Gavekal


Will stronger industrial profits boost investment?

Source: @PkZweifel


Energy: Peak oil demand?

Source: @WSJ Read full article


In addition, speculative accounts have been trimming their bets on Brent.

Source: ANZ Research


Equities: Here are the betting market odds after the debate.

Source: @PredictIt


Is this a case of “spurious correlation”?

Source: BofA Global Research, @barnejek


Food For Thought: Obesity around the world:

Source: @business Read full article

Edited by Devon Lall

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