The Daily Shot Brief – July 28th, 2021

Greetings,

 

 

United States: At the national level, inventories-to-sales ratios are at record lows.

The Daily Shot Brief – July 28th, 2021
Source: Deutsche Bank Research

 

Eurozone: The whole Bund curve is about to go negative.

The Daily Shot Brief – July 28th, 2021
Source: Daily Shot

 

China: Manufacturing investment remains weak despite the recent rise in exports.

The Daily Shot Brief – July 28th, 2021
Source: BCA Research

 

Equities: M&A is becoming more challenging in the current environment.

The Daily Shot Brief – July 28th, 2021
Source: @TheTerminal, Bloomberg Finance L.P.
The Daily Shot Brief – July 28th, 2021
Source: @WSJ Read full article

 

Credit: 1st-lien recovery expectations continue to trend lower due, in part, to more loan-only structures (lower debt cushion).

The Daily Shot Brief – July 28th, 2021
Source: @lcdnews Read full article

 

Food for Thought: Intel’s vs. AMD’s market share:

The Daily Shot Brief – July 28th, 2021
Source: @Noahpinion, @AlecStapp

Edited by Richard Holmes

Contact the Daily Shot Editor: Editor@DailyShotLetter.com


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