Greetings,
United States: The Treasury curve has been flattening at the longer end, which may signify falling inflation expectations
![The Daily Shot Brief – September 17th, 2021](https://thedailyshot.com/wp-content/uploads/US-FLatter-curve-infla-exp2109170432.png)
![The Daily Shot Brief – September 17th, 2021](https://thedailyshot.com/wp-content/uploads/US-FLatter-curve-infla-exp32109170432.png)
Fund managers increasingly see inflation as transitory.
![The Daily Shot Brief – September 17th, 2021](https://thedailyshot.com/wp-content/uploads/US-CPI-Transitory2109170432.png)
Eurozone: The Eurozone’s industrial production has been lagging the rest of the EU.
![The Daily Shot Brief – September 17th, 2021](https://thedailyshot.com/wp-content/uploads/EZ-IP-Undeperforming-EU2109170432.png)
Emerging Markets: Emerging markets are seeing a broad-based slowdown in manufacturing growth.
![The Daily Shot Brief – September 17th, 2021](https://thedailyshot.com/wp-content/uploads/EM-Slowdown2109170432.png)
Equities: This chart shows the evolution of sentiment by sector.
![The Daily Shot Brief – September 17th, 2021](https://thedailyshot.com/wp-content/uploads/EQ-Sector-sentiment2109170432.png)
Rates: Flows into TIPS ETFs remain robust, boosting returns.
![The Daily Shot Brief – September 17th, 2021](https://thedailyshot.com/wp-content/uploads/RA-TIPS-flows2109170432.png)
Food for Thought: Disney and Netflix subscribers:
![The Daily Shot Brief – September 17th, 2021](https://thedailyshot.com/wp-content/uploads/VTT-Disney-and-Netflix-subscribers2109170432.png)
Edited by Daniel Moskovits
Contact the Daily Shot Editor: Editor@DailyShotLetter.com