The Daily Shot Brief – October 25th, 2021



United States: The nation’s capital expenditures have been relatively slow since the pre-financial-crisis trend.

Source: Pantheon Macroeconomics


US fixed assets are rapidly aging. Combined with labor shortages, these trends point to robust business investment ahead.

Source: BEA, h/t @TheOneDave


Europe: This chart shows homeownership rates in the EU.

Source: Bloomberg Read full article


China: China’s urbanization rate is increasing but at a slowing pace. The latest census data found that the urban population was higher than previously estimated, suggesting this pace is more gradual. 

Source: Gavekal Research


Credit: US and European high-yield upgrades have outnumbered downgrades this year (2 charts).

Source: Deutsche Bank Research
Source: Deutsche Bank Research


Rates: Morgan Stanley used machine learning to parse Fed statements and compile a composite score that correlates very well with monetary policy with a one-year lead.

Source: Morgan Stanley Research


Food for Thought: Semiconductor sales by end market type:

Source: CreditSights

Edited by Devon Lall

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