The Daily Shot Brief – October 18, 2018

By The Daily Shot

Greetings,

The United States: Here is the progression of tariffs on Chinese imports (increasingly impacting consumer products).

Source: Scotiabank Economics

Rates: Here is an updated chart on Treasury holdings.

Source: Capital Economics

China: Deutsche Bank expects China’s current account balance to flip into deficit next year.

Source: Deutsche Bank Research

The Eurozone: When is the ECB’s “liftoff”?

Source: Deutsche Bank Research

Equities: While bank shares tend to trade with the slope of the yield curve, there doesn’t seem to be a direct relationship between the 10yr-2yr Treasury spread and net interest margins.

Source: Moody’s Investors Service

Credit: Which sectors had the highest increases in corporate debt?

Source: John Burns Real Estate Consulting

Emerging Markets: This chart provides a detailed history of EM crises by region and type.

Source: Capital Economics

Food for Thought: Old-age dependency ratio:

Source: Gavekal

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Published by

Gary

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