The Daily Shot Brief – January 16th, 2019

By The Daily Shot


The United States:  Today’s retail sales data for December will not be available because of the government shutdown, but based on the Redbook same-store index, holiday sales were relatively healthy.

Source: Pantheon Macroeconomics

China: As domestic demand for gasoline slows, China will export more of it.

Source: Fitch Solutions Macro Research


The Eurozone: Here is a forecast for the Eurozone’s GDP growth (from Nordea).

Source: Nordea Markets


Equities: This scatterplot shows the 10yr annualized equity returns vs. the starting forward P/E ratio.

Source: JPMorgan Asset Managemnt, h/t Skënderbeg Alternative Investments AG


Global Developments: Long-dollar bets remain the most crowded trade according to the Merrill Lynch Fund Manager Survey.

Source: BofA Merrill Lynch Global Research


Food for Thought: US new houses are getting bigger.

Source: Deutsche Bank Research

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