The Daily Shot Brief – July 10, 2026
This is the Daily Shot Brief, an abridged version of The Daily Shot. If you would like to subscribe to the full-length Daily Shot (see example), please register here.
United States
Data center construction growth has slowed considerably.
Asia-Pacific
Taiwan’s population declined for a 30th consecutive month—the longest stretch since World War II.
China
The PBOC set its daily reference rate below 6.80 per dollar for the first time since 2023, signaling greater tolerance for currency appreciation.
Equities
Consensus expects today’s AI capex to translate into surging free cash flows by 2028.
Rates
… while foreign demand eased from a January peak back toward historical norms.
Credit
Private credit stress has risen disproportionately among smaller funds.
Global Developments
This chart shows KKR’s capital market assumptions across asset classes.
