The Daily Shot Brief – November 2nd, 2021

Greetings,

 

United States: The ISM Manufacturing PMI was roughly in line with expectations, indicating brisk factory activity in October.

The Daily Shot Brief – November 2nd, 2021
Source: Daily Shot

 

China: Rating agencies continue to clobber developers’ debt.

The Daily Shot Brief – November 2nd, 2021
Source: Fitch Ratings Read full article
The Daily Shot Brief – November 2nd, 2021
Source: Fitch Ratings

 

Emerging Markets: EM stocks continue to underperform relative to the S&P 500.

The Daily Shot Brief – November 2nd, 2021
h/t @SriniSivabalan

 

Energy: Fitch expects a wave of refinery closures over the next few years, although sufficient margins should keep the bulk of existing refiners in operation.

The Daily Shot Brief – November 2nd, 2021
Source: Fitch Solutions Macro Research

 

Equities: Tech has struggled during prior episodes of tightening liquidity.

The Daily Shot Brief – November 2nd, 2021
Source: Variant Perception

 

Food for Thought: Eating red meat:

The Daily Shot Brief – November 2nd, 2021
Source: @YouGovAmerica

Edited by Devon Lall

Contact the Daily Shot Editor: Editor@DailyShotLetter.com


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