Greetings,
The United States: To begin, let’s take a look at a comparison between today’s inflation trends and previous inflation spikes.
Europe: Amid the Russia-Ukraine crisis, European nations are finding it increasingly difficult to navigate their dependency on Russian oil. This chart shows Europe’s energy burden relative to the U.S.
China: While the authorities are denying it, the Shanghai Port is facing increasing logistics bottlenecks.
Also, following fears of stock delistings in US exchanges for not complying with audit rules, Chinese equity valuations are at their lowest level since 2018.
Commodities: Commodity ETF flows surged in March following spikes in prices.
Equities: In equity markets, the maximum drawdown in the S&P 500 tends to occur over a year after the yield curve flattens/inverts.
Food for Thought: Lastly, let’s look at where married households have stood as a share of total households.
Edited by William Villacis
Contact the Daily Shot Editor: Brief@DailyShotResearch.com
