The Daily Shot
@thedailyshot.bsky.social
The Daily Shot is a graphical, no-hype global financial and economic newsletter (see samples: https://thedailyshot.com/the-daily-shot-sample-newsletter/).
A challenging year for the US dollar:
April 16, 2025 at 9:59 PM
A challenging year for the US dollar:
Ultimately, Canada will find other markets to sell its oil. Will the US find other markets to sell the products it currently sells to Canada? Doubtful.
Source: JP Morgan Asset Management
Source: JP Morgan Asset Management
March 13, 2025 at 8:12 PM
Ultimately, Canada will find other markets to sell its oil. Will the US find other markets to sell the products it currently sells to Canada? Doubtful.
Source: JP Morgan Asset Management
Source: JP Morgan Asset Management
US firms are paying a massive premium for aluminum over London prices.
March 13, 2025 at 10:13 AM
US firms are paying a massive premium for aluminum over London prices.
So far, there has been no sizable reduction in federal expenditures this year.
Source: BCA Research
Source: BCA Research
March 13, 2025 at 10:12 AM
So far, there has been no sizable reduction in federal expenditures this year.
Source: BCA Research
Source: BCA Research
The markets expect faster US inflation going forward.
March 13, 2025 at 10:11 AM
The markets expect faster US inflation going forward.
The US dollar is off to its worst start of the year in decades.
March 12, 2025 at 10:23 AM
The US dollar is off to its worst start of the year in decades.
The new 10% tariff on Canadian energy imports is driving up costs for US refineries reliant on heavy Canadian crude, particularly in the Midwest. This has pushed gasoline futures sharply higher, even as crude oil prices decline.
@carlquintanilla.bsky.social
@carlquintanilla.bsky.social
March 6, 2025 at 11:30 AM
The new 10% tariff on Canadian energy imports is driving up costs for US refineries reliant on heavy Canadian crude, particularly in the Midwest. This has pushed gasoline futures sharply higher, even as crude oil prices decline.
@carlquintanilla.bsky.social
@carlquintanilla.bsky.social
The overall US consumer credit as a percentage of disposable personal income continues to decline.
December 12, 2024 at 11:29 AM
The overall US consumer credit as a percentage of disposable personal income continues to decline.
US crude oil production hit a record high.
December 12, 2024 at 11:28 AM
US crude oil production hit a record high.
The US trade deficit with Mexico reached a new record high.
December 6, 2024 at 11:36 AM
The US trade deficit with Mexico reached a new record high.
Germany’s industrial production unexpectedly fell again in October, further deepening the slump. Recession risks are rising.
December 6, 2024 at 11:36 AM
Germany’s industrial production unexpectedly fell again in October, further deepening the slump. Recession risks are rising.
Japan’s base salaries are rising at the fastest pace on record, boosting the probability of a BoJ rate hike this month.
December 6, 2024 at 11:36 AM
Japan’s base salaries are rising at the fastest pace on record, boosting the probability of a BoJ rate hike this month.
December 6, 2024 at 11:35 AM
There has been an increase in global armed conflicts in recent years.
Source: JP Morgan
Source: JP Morgan
December 6, 2024 at 11:35 AM
There has been an increase in global armed conflicts in recent years.
Source: JP Morgan
Source: JP Morgan
US federal entitlement spending is increasingly crowding out non-defense discretionary spending.
Source: J.P. Morgan Asset Management
Source: J.P. Morgan Asset Management
December 5, 2024 at 11:20 AM
US federal entitlement spending is increasingly crowding out non-defense discretionary spending.
Source: J.P. Morgan Asset Management
Source: J.P. Morgan Asset Management
The Fed’s Beige Book shows rising concerns among US firms about tariffs and international trade.
December 5, 2024 at 11:19 AM
The Fed’s Beige Book shows rising concerns among US firms about tariffs and international trade.
Economists have been lowering their 2025 forecasts for US housing starts and existing home sales due to expectations of persistently high interest rates.
December 4, 2024 at 11:42 AM
Economists have been lowering their 2025 forecasts for US housing starts and existing home sales due to expectations of persistently high interest rates.
Overnight gains in US equities have massively outpaced intraday gains.
Source: Chris Murphy, Susquehanna Financial Group
Source: Chris Murphy, Susquehanna Financial Group
December 4, 2024 at 11:42 AM
Overnight gains in US equities have massively outpaced intraday gains.
Source: Chris Murphy, Susquehanna Financial Group
Source: Chris Murphy, Susquehanna Financial Group
The most liquid ETF is becoming less liquid.
December 4, 2024 at 11:41 AM
The most liquid ETF is becoming less liquid.
US vehicle sales continued to increase last month, topping expectations.
December 4, 2024 at 11:30 AM
US vehicle sales continued to increase last month, topping expectations.
US construction spending on data centers accelerates.
December 3, 2024 at 11:20 AM
US construction spending on data centers accelerates.
France’s Prime Minister, Michel Barnier, is likely to be ousted this week amid the budget impasse. The French bond spread over Germany has blown out.
December 3, 2024 at 11:20 AM
France’s Prime Minister, Michel Barnier, is likely to be ousted this week amid the budget impasse. The French bond spread over Germany has blown out.
China's bond yields keep tumbling.
December 3, 2024 at 11:19 AM
China's bond yields keep tumbling.
Here is a look at valuations for different segments of the US equity market. Only small caps are trading at multiples below their 10-year average.
December 3, 2024 at 11:19 AM
Here is a look at valuations for different segments of the US equity market. Only small caps are trading at multiples below their 10-year average.
Investors are loading up on leveraged equity ETFs. This is not going to feel good on the way down.
November 27, 2024 at 11:28 AM
Investors are loading up on leveraged equity ETFs. This is not going to feel good on the way down.