The Daily Shot Brief – September 9th, 2022



The United States: Fed officials are not backing off their hawkish stance. A 75 bps rate hike this month is now nearly a certainty.

Source: CNBC Read full article
Source: Daily Shot


The United Kingdom: Here is what inflation may look like after the household energy bill cap, according to Pantheon Macroeconomics.

Source: Pantheon Macroeconomics


Rates: The Federal Reserve’s quantitative tightening will pick up momentum this month.

Source: Daily Shot


Equities: Companies that benefit from higher rates, such as financials, have been outperforming recently.

Source: Daily Shot

Given the current valuations and inflation levels, a 20% market drop in the months ahead is a possibility, according to Guggenheim Partners.

Source: @ScottMinerd


Emerging Markets:  Next, we have some data on middle-class growth in emerging markets.

Source: J.P. Morgan Asset Management


Global Developments: The dollar is extremely overvalued, similar to 1985.

Source: BCA Research


Food for Thought: Lastly, here’s a look at the Queen’s corgis.

Source: BBC Read full article


Edited by Alexander Bowers

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