The Daily Shot Brief – November 12th, 2018

By The Daily Shot

Greetings,

The United States: How will the latest tariff increases impact consumer inflation?

Source: Nomura Securities

 

China: The latest increase in China’s exports was driven by US firms “frontloading” orders ahead of tariffs.

Source: Danske Bank

 

The Eurozone: Italy benefitted tremendously from the ECB’s TLTRO program (chart below) as lending rates contracted (second chart below).

Source: Danske Bank
Source: Danske Bank

 

Equities:  Market timers have become extremely pessimistic.

Source: @Callum_Thomas, @ukarlewitz

 

Rates: Treasury note and bond issuance is expected to climb further next year.

Source: FTN Financial

 

Emerging Markets: The economic situation in Venezuela continues to deteriorate.

Source: WSJ.com, h/t Paul Menestrier; Read full article

 

Global Developments: Global Q3 GDP estimates point to a slowdown while manufacturing activity falls below the long-term average (second chart below).

Source: Capital Economics
Source: @biancoresearch

 


Food for Thought: US gasoline and healthcare expenditures by income:

Source: Morgan Stanley Research

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Published by

Gary

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