The Daily Shot Brief – November 27th, 2018

By The Daily Shot

Greetings,

The United States: This chart shows Morgan Stanley’s GDP forecast for the next couple of years (including the GDP components).

Source: Morgan Stanley Research

 

China: China’s official export figures have diverged from those reported by its trading partners.

Source: Goldman Sachs

 

The Eurozone: Exports have been weakening at the Eurozone level as well (and diverging from the global trend).

Source: TS Lombard

 

Global Developments: How do asset prices around the world react to the US-China trade tensions? The second chart below shows BlackRock’s newsflow-based risk index of the US-China relations (BGRI).

Source: BlackRock Investment Institute

 

Equities: Analysts have downgraded (slightly) the 2019 earnings growth forecast, but it remains near 9%.

Source: Yardeni Research

 

Emerging Markets: Morgan Stanley is forecasting the EM-US economic growth differential to widen again (EM to outperform the US). Will EM currencies follow?

Source: Morgan Stanley Research

 


Food for Thought: “Which country would you like to live in (besides your own)?”

Source: @BrilliantMaps; Read full article

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Gary

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