The Daily Shot Brief – January 16th, 2019

By The Daily Shot

Greetings,

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

Support 100% ad-free Biiwii.com by making a donation of your choice!

Or better yet, subscribe to NFTRH Premium for an in-depth weekly market report, interim updates and NFTRH+ chart and trade ideas to get much more bang for your buck. Also keep up to date with actionable public content at NFTRH.com. Follow NFTRH & Biiwii via Twitter @BiiwiiNFTRH, StockTwits.

Published by

Gary

NFTRH.com & Biiwii.com