The Daily Shot 11/18/16: Global Macro Currents Nov18

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  Index • The United States • China • Emerging Markets • Japan • The United Kingdom • The Eurozone • Europe • Global Developments • Commodities • Energy • Equities • Credit • Food for Thought The United States 1. Once again let’s start with the US where the latest inflation data remains benign.

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The Daily Shot 9/30/16: Global Macro Currents Sep30

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Greetings, We begin with the Eurozone where the Deutsche Bank boogeyman is back. The market was shaken by the news (somewhat reminiscent of Bear Stearns in early 2008) that several large clients started reducing credit exposure to the bank. Source: Bloomberg; Read full article Deutsche shares sold off sharply in US trading. Moreover, the implied volatility

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The Daily Shot 9/16/16: Global Macro Currents Sep16

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Greetings, First, if you have a moment, please fill out our quick 3-question survey (from Matt Garrett) on the bond market correction: here. We’ll have the results next week. Thanks! Source: @WSJ, ‏@MarathonWealth More on global bond markets shortly. Let’s begin with the United States where the latest economic results have been quite poor. 1. The NY

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