(((The Daily Shot)))
@SoberLook
The Daily Shot is a graphical, no-hype global financial and economic newsletter (see sample:
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Despite rising yields, Japan’s net interest payments as a share of GDP are projected to remain among the lowest in the OECD in 2027.
Source: Japan Economy Watch
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Greece's financial-sector recovery has included a sharp decline in banks' nonperforming loans, with STOXX restoring Greece to Developed Market status.
@markets
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With yields moving higher, the longer-term return outlook has improved. This is because bond returns closely track their starting yields over the long run, whether an investor holds the bonds to maturity or rolls them periodically.
Source: @AugurInfinity
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Do rising yields hurt stocks?
This chart focuses exclusively on periods when yields were rising and further divides them based on whether growth was strengthening or weakening. The distinction is clear: rising yields were a meaningful headwind for stocks when accompanied by weakening growth.
Source: @AugurInfinity
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Nearly 90% of Germans support membership in Europe's common currency and market, presenting a constraint on the AfD's euroskeptic platform.
Source: @mgertken, @bcaresearch, "Germany Is Not Reliving 1933" (September 2026)
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🇺🇸 Employment in the information sector has steadily declined over the past four years.
🇺🇸 US high-frequency dashboard, composed of daily and weekly economic indicators (updated as of Sept. 4, 2026).
Europe’s smallest firms face implied costs of capital above 60%, versus roughly 40% for US peers, constraining their capacity to finance and scale profitable growth.
Source: Center for Economic Policy Research via @SnippetFinance
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The technology sector is now more capital-intensive than the mining sector.
Source: @TaviCosta
80% of Daily Shot readers believe AI-related stocks are in a bubble, with a growing share expecting the bubble to be sustained for at least the next 12 months.
Source: The Daily Shot
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AI-related financing has accounted for essentially all growth in global capital-markets issuance.
Source: iCapital Investment Strategy Group
🇺🇸 Data center construction spending continues to surge and has now surpassed the peak in spending on general office construction.
AI-related investment gains increasingly flatter hyperscaler earnings, with “other income” rising to 54% of pretax income. Excluding other income, the adjusted profit margins are closer to 20%.
Source: @felixavp, @bcaresearch
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🇺🇸 Warsh commented in his Jackson Hole speech that he gauged underlying inflation by looking at the shares of the PCE basket that showed price increases above 3%. He noted these measures are below the post-pandemic highs but well above levels in the two decades preceding the pandemic.
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US large-scale data centers are expected to grow dramatically in the next few years.
Source: @financialtimes
🇫🇷 Are French government bonds losing their “core” status?
Real disposable income has effectively flatlined for well over a year in level terms and is well below the pre-pandemic trend.
Source: ING Group
The 45-day correlation between high-beta and low-volatility stocks hit the most negative level on record.
Source: @JeffWeniger
The rise in US yields since Chair Warsh’s first FOMC meeting has been driven primarily by a higher term premium, while yield increases in other countries have been driven more by rising rate expectations.
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🇺🇸🇨🇦 The US imports more goods from Canada than from China.
