The Daily Shot Brief – September 21st, 2021

Greetings,

 

China: Debt of leveraged property companies remains under pressure. However, analysts doubt that the property debt crunch is China’s “Lehman moment.”

The Daily Shot Brief – September 21st, 2021
Source: Barclays Research

 

Emerging Markets: Hedge funds have been buying EM currencies in recent weeks.

The Daily Shot Brief – September 21st, 2021
Source: BofA Global Research

 

Equities: Other US domestic issues also pose risks, including tech regulation and a potential surprise from the Fed (perhaps due to more persistent inflation). For example, corporate and capital gains tax hikes:

The Daily Shot Brief – September 21st, 2021
Source: @PredictIt

 

United States: Consumers’ views on buying conditions for homes continue to deteriorate, according to the latest U. Michigan survey.

The Daily Shot Brief – September 21st, 2021
Source: Daily Shot

 

Eurozone: Consumption in the Eurozone tends to follow household net worth, implying further upside.

The Daily Shot Brief – September 21st, 2021
Source: Longview Economics

 

Food for Thought: All the dice in the figure below are perfect squares.

The Daily Shot Brief – September 21st, 2021
Source: BrainDen.com

Edited by Devon Lall

Contact the Daily Shot Editor: Editor@DailyShotLetter.com


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