The Daily Shot Brief – March 31st, 2022

Greetings,

 

Eurozone: In the Eurozone, as German and Spanish consumer inflation reaches multi-decade highs, the ECB will be under pressure to act sooner and move faster. Here are the market’s expectations for rapid rate hikes.

The Daily Shot Brief – March 31st, 2022
Source: The Daily Shot

 

The United States: Recovery from the pandemic has seen surging airline sales in the US despite hiccups caused by the Delta and Omicron variants.

The Daily Shot Brief – March 31st, 2022
Source: Evercore ISI Research

 

Hotel occupancy has also been improving.

The Daily Shot Brief – March 31st, 2022
Source: BofA Global Research; @MikeZaccardi

 

Energy: US oil production remains well below pre-COVID levels. Meanwhile, the Biden administration is expected to release 180 million barrels over six months from the US Strategic Petroleum Reserve. Will supply keep up?

The Daily Shot Brief – March 31st, 2022
Source: The Daily Shot

 

Equities: In equity markets, the S&P 500 valuation premium to the rest of the US market keeps widening.

The Daily Shot Brief – March 31st, 2022
Source: Bloomberg

 

China: Supply chain stress levels have worsened sharply in China due to lockdowns, with manufacturing and non-manufacturing supplier delivery times reaching their slowest since the first COVID-19 outbreak.

The Daily Shot Brief – March 31st, 2022
Source: The Daily Shot

 

Food for Thought: Lastly, here is a rerouted flight path from New York to Hong Kong:

The Daily Shot Brief – March 31st, 2022
Source: Bloomberg Read full article

 


Edited by William Villacis

Contact the Daily Shot Editor: Brief@DailyShotResearch.com


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