Greetings,
United States: The delta variant is becoming a drag on spending.


Europe: This chart shows the evolution of corporate indebtedness as a percent of GDP.

China: China has a commanding position across the global battery supply chain.

Alternatives: This chart shows private equity dry powder in Europe.

Global Developments: Semiconductor CapEx:

Food for Thought: Reasons some workers are thinking about quitting:

Edited by Richard Holmes
Contact the Daily Shot Editor: Editor@DailyShotLetter.com