The Daily Shot is a graphical, no-hype global financial and economic newsletter (see sample: https://xitter.cf/t.co/HjT4hq9I8N).
USA
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(((The Daily Shot))) retweeted
🇺🇸 US high-frequency dashboard, composed of daily and weekly economic indicators (updated as of Oct. 16, 2026).
Among major developed economies, the US has the shortest average government debt maturity, at 5.9 years, and the highest share of short-term issuance in gross borrowing.
Source: @FinancialTimes ft.com/content/5e6d1d30-0934…
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Our CTA positioning indicator for US Treasuries reached a record low ahead of the rally.
An estimated 1.5 million home sellers competed for just 929,000 buyers in September, the largest supply-demand imbalance in Redfin’s records dating back to 2013.
Source: @WSJ wsj.com/economy/housing/stub…
The S&P 500 bull market has reached its fourth anniversary, making it the eighth-longest since World War II.
Source: @RyanDetrick
AI-related stocks make up 49% of the S&P 500’s market capitalization, exceeding the concentration reached during every historical bubble except the railroad boom.
Source: @biancoresearch
Hong Kong dominates offshore allocations among affluent mainland Chinese.
Source: @FinancialTimes ft.com/content/29d249eb-ed06…
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🇨🇳 Our calculations show that the ex ante term premium for 10-year CGBs is slightly negative. In other words, taking on duration risk does not appear to be rewarded.
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Economic activity has remained resilient despite headwinds from the dollar, oil prices, and bond yields.
How has the S&P 500 performed under different configurations of partisan control?
Source: @Truist
(((The Daily Shot))) retweeted
🇺🇸 US high-frequency dashboard, composed of daily and weekly economic indicators (updated as of Oct. 9, 2026).
#economy
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Market participants expect Fed funds rate to average to 3.25% over the next decade, implying a hefty term premium priced into the rate curve.
The equity risk premium, based on the spread between forward earnings yield and TIPS real yield, has fallen to a new cycle low.
Source: @bcaresearch
Of the six previous bull markets that lasted at least four years, five gained further ground in their fifth year, with an average fifth-year return of 12%.
Source: @Truist
Last quarter delivered the strongest S&P 500 earnings growth of this century outside postcrisis rebounds, although roughly 22 percentage points came from one-time gains, leaving underlying growth near 28%. Consensus estimates point to a moderation in Q3 earnings growth, with less assistance from unusual gains.
Source: iCapital icapital.com/insights/invest…
Recent data show little evidence of a broad-based deterioration in labor-market conditions.
Source: @OxfordEconomics
Roughly 83% of the corporate bond market’s credit premium from 1997 to 2023 was earned during the first five trading days of each month.
Source: Dickerson & Nozawa papers.ssrn.com/sol3/papers.…
Cyclical payrolls—construction and manufacturing—have rebounded from their 2025 weakness to a new cycle high, signaling improving economic momentum despite weak headline payrolls.
Source: @EPBResearch epbresearch.com
The US has been the world’s largest oil producer for nearly a decade.
Source: @OurWorldInData
