The Daily Shot Brief – February 15th, 2022



United States: Some economists and Fed officials are becoming concerned about the wage-price spiral.

Source: Goldman Sachs; @carlquintanilla
Source: @WSJ Read full article


Emerging Markets: Some emerging market equity valuations are very attractive vs. their developed market peers.

Source: TS Lombard


Commodities: Beijing is waging war on iron ore prices.

Source: Daily Shot
Source: @annieLee23, @markets Read full article


Equities: Fund managers have been reducing their allocations to stocks amid expectations of slower economic growth.

Source: BofA Global Research


Rates: Europe has been the largest buyer of Treasuries, agency debt, and corporate bonds over the past decade.

Source: Deutsche Bank Research


Still, foreign purchases of Treasuries are small compared to the Fed’s buying spree.

Source: Deutsche Bank Research


Food for Thought: Portfolio allocations of the top 1% vs. the bottom 50%:

Source: Goldman Sachs; @MikeZaccardi

Edited by Devon Lall

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