The Daily Shot Brief – March 15th, 2022

Greetings,

 

United States: Seven Fed rate hikes for 2022 are now fully priced in. The chart below shows the futures market’s expectations for rate increases (in addition to the 25 bps hike this month).

The Daily Shot Brief – March 15th, 2022
Source: The Daily Shot

 

Eurozone: Economists have sharply reduced their GDP forecasts while bumping up inflation projections – a stagflationary trend.

The Daily Shot Brief – March 15th, 2022
Source: The Daily Shot

As a result, fund managers are very bearish Eurozone shares.

The Daily Shot Brief – March 15th, 2022
Source: BofA Global Research

 

China: Investors worry that China’s firms may get caught up in the anti-Russia sanctions. The index of US-traded Chinese shares is down 75% from the peak.

The Daily Shot Brief – March 15th, 2022
Source: The Daily Shot

 

Commodities: Fund managers now see the commodities bet as the most crowded trade.

The Daily Shot Brief – March 15th, 2022
Source: BofA Global Research

 

Equities: The Nasdaq 100 is in bear-market territory.

The Daily Shot Brief – March 15th, 2022
Source: The Daily Shot

 

Food for Thought: Military equipment losses after Russia’s Invasion:

The Daily Shot Brief – March 15th, 2022
Source: @ECONdailycharts Read full article

Edited by Alexander Bowers

Contact the Daily Shot Editor: Brief@DailyShotResearch.com


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