宏观
5月27
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The Daily Shot Brief – May 27th, 2022
19:35 作者:DailyGreetings, United States: To start, the pace of moderation in core inflation will depend on corporate margins. Source: Pantheon Macroeconomics China: China announced an easing of lending…
5月26
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The Daily Shot Brief – May 26th, 2022
19:27 作者:DailyGreetings, United States: First, the FOMC minutes did not suggest a 75 bps hike in the months ahead. The market has even started pricing in a very small probability that we may not even get the…
5月25
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The Daily Shot Brief – May 25th, 2022
15:32 作者:DailyGreetings, United States: Supply bottlenecks are disappearing, which means suppliers will have a tough time raising or even maintaining prices. Source: Daily Shot Europe: The divergence…
5月24
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The Daily Shot Brief – May 24th, 2022
11:42 作者:DailyGreetings, Equities: To begin, stocks jumped on Monday, boosted by banks. Source: @financialtimes Read full article Source: The Daily Shot Brief The United States: Looking at the suppl…
5月23
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The Daily Shot Brief – May 23rd, 2022
18:05 作者:DailyGreetings, Equities: The pandemic-era bull market came very close to officially ending on Friday. The earnings report from Deere spooked investors. Source: Daily Shot Source: Bloomberg Read ful…
5月20
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The Daily Shot Brief – May 20th, 2022
16:44 作者:DailyGreetings, United States: Factory activity across the country has been surprising to the downside. Source: Daily Shot Europe: In the United Kingdom, there are now more job vacancies than…
5月19
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The Daily Shot Brief – May 19th, 2022
17:12 作者:DailyGreetings, The United States: First, earnings reports from Walmart and Target spooked investors on Wednesday, fueling fresh concerns about collapsing discretionary spending and impending recess…
5月18
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The Daily Shot Brief – May 18th, 2022
15:39 作者:DailyGreetings, United States: Starting off, real retail sales are holding above the pre-COVID trend. Source: @jasonfurman China: Foreign ownership of China’s government bonds declined again…
5月17
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The Daily Shot Brief – May 17th, 2022
18:32 作者:DailyGreetings, United States: First, the NY Fed’s manufacturing index (the first regional report of the month) surprised to the downside. Source: The Daily Shot The Eurozone: Fund mana…
5月16
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The Daily Shot Brief – May 16th, 2022
18:01 作者:DailyGreetings, United States: University of Michigan’s consumer sentiment index dropped to the lowest level since 2011. Source: Daily Shot Europe: Next, let’s take a look at who …