The Daily Shot Brief – July 15, 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
Based on the CPI data, Nomura expects June core PCE inflation to decelerate to 0.168% month over month.
Japan
Japan’s large domestic private savings and persistent current account surplus continue to fund its fiscal deficits internally, distinguishing it from countries such as the UK that rely on foreign capital.
Equities
The weight of the technology sector is now above levels seen during the tech bubble.
Equities
The gap between semiconductors and technology excluding semiconductors has been steadily widening.
