DC Lite #35

5 of the day's best charts and insights

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1. Case-Shiller Home Price. The seasonally adjusted Case-Shiller National Index rose by 0.65% MoM in October (ninth consecutive monthly increase) to 4.8% YoY.

2. Lending standards vs. C&I loans. "Based on the historic relationship with bank lending standards, commercial and industrial loans to businesses will be down 10% by the second half of 2024, which normally only happens during recessions."

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3. YTD asset flows. Cash has attracted the most YTD flows and it's not even close.

4. SPY flows. "SPY has drawn around $40 billion in inflows in December, on track for the biggest monthly haul since it began trading in *1993*."

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5. IWM vs. SPY. The Russell 2000 (IWM) made fresh 52-week highs and is testing resistance against the S&P 500 (SPY).

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