The Daily Shot Brief – September 20th, 2021

Greetings,

 

Equities: Global sentiment is decidedly in risk-off mode, partly driven by credit developments in China. The Hang Seng Index is down 3.5%.

The Daily Shot Brief – September 20th, 2021
Source: The Daily Shot

 

Credit: M&A transaction volumes have surged over the past year, boosting debt levels. Corporate debt as a percent of GDP remains far above highs seen in previous cycles (2 charts).

The Daily Shot Brief – September 20th, 2021
Source: Variant Perception
The Daily Shot Brief – September 20th, 2021
Source: Variant Perception

 

Energy: Clean energy shares rallied last week.

The Daily Shot Brief – September 20th, 2021
Source: The New York Times Read full article
The Daily Shot Brief – September 20th, 2021
Source: The Daily Shot

 

Rates:  Primary dealers expect a pop in Treasury yields by the end of the year.

The Daily Shot Brief – September 20th, 2021
Source: @markets Read full article

 

China: Who are the largest holders of Evergrande bonds?

The Daily Shot Brief – September 20th, 2021
Source: @markets Read full article

 

Food for Thought: US college tuition and fees:

The Daily Shot Brief – September 20th, 2021
Source: @WSJ Read full article

Edited by Daniel Moskovits

Contact the Daily Shot Editor: Editor@DailyShotLetter.com


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