DC Lite #384

"On a [day] like this, it is always important for investors to remember this chart"

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Welcome back to DC Lite: Daily Chartbook’s free, entry-level newsletter containing 5 of the day’s best charts & insights.

1. Consumer sentiment. "Univ of Mich consumer sentiment figures all turned higher. Current economic conditions posted the biggest increase after declining year to date."

2. Brent forecast. "Our forecast remains that strong supply growth outside US shale will reduce Brent/WTI oil prices to $59/55 in 2025Q4 and to $56/52 in 2026."

3. USD sentiment. "In case you were thinking about shorting USD, it is not exactly an original idea."

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4. Equity allocation. Aggregate "investor allocation to equities at an all-time high."

5. SPX vs. major events. "On a [day] like this, it is always important for investors to remember this chart."

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