The Daily Shot Brief – February 5th, 2019

By The Daily Shot


The United States: US manufacturing growth continues to outperform China and the Eurozone. Is this divergence sustainable?

Source: Capital Economics

China:  Economic activity indicators point to deterioration that is not fully visible in the official figures.

• Goldman’s indicator:

Source: Goldman Sachs

• Barclays’ indicator:

Source: Barclays Research


The Eurozone: Robust wage growth should boost the services CPI.

Source: Pantheon Macroeconomics


Equities: Here is the ratio of market cap to total assets by sector.

Source: IIF


Credit: This chart compares the average size of adjustable-rate mortgages (ARMs) with traditional fixed-rate loans.

Source: @Ariquier, h/t @TechQn; Read full article


Global Developments: Even if the Fed cuts back the pace of its balance sheet reduction, global liquidity will remain relatively tight.

Source: ANZ Research


Food for Thought: Obesity rates by country:

Source: Fitch Solutions Macro Research

Support 100% ad-free 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 Follow NFTRH & Biiwii via Twitter @BiiwiiNFTRH, StockTwits.

Published by

Gary &