DC Lite #46

5 of Friday's best charts and insights

Welcome back to DC Lite: Daily Chartbook’s free, entry-level newsletter containing 5 of the day’s best charts & insights. Upgrade to get all 30 charts.

Administrative note: DC Lite will be off on Monday for MLK Day, back on Tuesday, January 16.

1. Deficits vs. recessions. "A U.S. recession has never started with the deficit this high."

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2. Bond flows. Bonds saw the largest inflow (+$13.9bn) since April 2023.

3. US equity fund flows. Flows into equity funds went negative this past week, to -$9.5bn from +$4.46bn.

4. MLK week returns. "The holiday-shortened MLK Jr week hasn't been a particularly good time for the market."

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5. Q4 EPS. "Deutsche Bank analysts expect Q4 earnings to come in at an all-time high."

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