The Daily Shot Brief – February 5th, 2019

By The Daily Shot

Greetings,

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

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Gary

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