The Daily Shot Brief – May 10th, 2022



Equities: To begin, the current quarter’s underperformance of growth vs. value stocks is the worst since the dot-com bubble.

Source: The Daily Shot


This is illustrated in the current drawdown in the Nasdaq Composite and Nasdaq 100 indices, which is approaching the 2020 level.

Source: The Daily Shot


Credit: In credit markets, the current selloff doesn’t discriminate, unlike the COVID shock.

Source: @bondvigilantes, @BankofAmerica


Cryptocurrency: In the crypto-sphere, Bitcoin’s Fear & Greed Index entered “extreme fear” territory.

Source: CoinDesk  Read full article


Emerging Markets: With the recent explosion in the US dollar, EM local currency bonds are exhibiting their worst returns since the Global Financial Crisis.

Source: PGM Global


The United States: Market-based inflation expectations moved lower on Monday.

Source: The Daily Shot


Food for Thought: Lastly, let’s take a look at how the return to normal activity compares with the return to the office:

Source: Kastle Systems, Bain & Company  Read full article

Edited by William Villacis

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