The Daily Shot Brief – September 30th, 2020

Greetings,

 

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

Contact the Daily Shot Editor: Editor@DailyShotLetter.com


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