The Daily Shot Brief – November 16th, 2021


Administrative Update: The Daily Shot Brief will not be published on November 24th, 25th, and 26th.


United States: The sharp rise in import costs has fed through to domestic prices over the past year. A stronger US dollar should slow import inflation.

Source: NY Fed Read full article


Europe: Russian natural gas flows remain tepid.

Source: Nordea Markets


China: Goldman’s hedge fund clients have been cutting their exposure to Chinese stocks. A bullish sign?

Source: Goldman Sachs


Commodities: Inflation concerns sent the US dollar and gold in the same direction, which is highly unusual.

Source: Bloomberg


Equities: Over the years, the SPDR S&P 500 ETF (SPY) performance has been driven by overnight returns.

Source: Chris Murphy, Susquehanna International Group


But that’s no longer the case as retail investors (and their options trades) are moving the market during regular trading hours.

Source: Chris Murphy, Susquehanna International Group


Food for Thought: Regional inflation rates in the US:

Source: @WSJ Read full article

Edited by Devon Lall

Contact the Daily Shot Editor:

If you would like to subscribe to the full-length Daily Shot (see example), please register here.

0 条回复 A文章作者 M管理员
有新私信 私信列表