The Daily Shot Brief – July 9, 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
Our FOMC Minutes Sentiment Indicator turned the most hawkish since 2022.
Euro Area
Daily indicators suggest consumer confidence continues to improve.
Europe
Hungary recorded the largest June budget surplus on record.
China
China’s consumer price inflation eased, primarily driven by nonfood prices, particularly lower fuel and gold costs.
Equities
This chart contrasts the forward free cash flows of hyperscalers and semiconductor companies.
Credit
Bond issuance by AI hyperscalers in the first half of 2026 has already surpassed the full-year 2025 total.
Cryptocurrency
Bespoke’s midyear 2026 investor survey showed Bitcoin sentiment deteriorated sharply, with bullishness falling to 13% from 35% at the end of 2025.
