The Daily Shot Brief – June 29, 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
Looking past the month-over-month noise, both exports and imports have been strong, while surveys have remained in expansionary territory.
United Kingdom
Variant Perception’s leading growth indicator for the UK remains very weak.
Euro Area
Credit growth in the euro area remained strong, particularly for nonfinancial corporates.
China
China’s year-to-date industrial profits grew 18.8% year over year, the fastest pace since December 2021.
Equities
The number of S&P 500 stocks with negative six-month beta to the overall market has surged.
Rates
Treasuries across the curve have bounced back into the black this year.
Energy
The uptick in vessel crossings at the Strait of Hormuz has fizzled.
