The Daily Shot Brief – October 25th, 2021

Greetings,

 

United States: Next, we have some updates on inflation. Based on economic data, there is plenty of slack in the US economy. As a result, inflation should moderate. However, when production capacity and labor utilization are constrained by supply instead of demand, one should recalibrate the measures of slack.

The Daily Shot Brief – October 25th, 2021
Source: Alpine Macro

Wage growth is likely to accelerate.

The Daily Shot Brief – October 25th, 2021
Source: Nordea Markets

 

United Kingdom: Inflation expectations continue to surge.

The Daily Shot Brief – October 25th, 2021
Source: The Daily Shot

 

Emerging Markets: The lira continues to tumble as Erdogan “wags the dog.”

The Daily Shot Brief – October 25th, 2021
Source: Reuters Read full article
The Daily Shot Brief – October 25th, 2021
Source: The Daily Shot

 

Equities: The market has been punishing earnings misses.

The Daily Shot Brief – October 25th, 2021
Source: JP Morgan Research

 

Rates: Treasury market implied vol index (MOVE) continues to diverge from equity implied vol (VIX).

The Daily Shot Brief – October 25th, 2021
Source: The Daily Shot

 

Food for Thought: Global nuclear warhead inventories:

The Daily Shot Brief – October 25th, 2021
Source: Visual Capitalist Read full article

Edited by Daniel Moskovits

Contact the Daily Shot Editor: Editor@DailyShotLetter.com


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