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DC Lite #487
"Over the past 12 months, foreign private purchases of US equities outpaced those of US Treasury notes and bonds"
Daily Chartbook
November 25, 2025
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1. Rent vs. own. "More US families are renting homes because it’s much cheaper. Pretium estimates that to restore cost parity between owning and renting, mortgage rates would need to drop by about 2.5 percentage points from current levels, from 6.2% to 3.7%, holding other variables constant."
2. PCE forecasts. "With the CPI and PPI now in hand for September, core PCE inflation is tracking at around +0.22%, very close to where core CPI printed for that month. Any lower than this, and the 12-month rate would tick down to 2.8% from 2.9% in August."
3. US net capital inflows. "Foreign private purchases of US equities totaled a record $646.8 billion over the past 12 months. Over the past 12 months, foreign private purchases of US equities outpaced those of US Treasury notes and bonds."
4. Asset allocator survey. "Absolute Strategy Research’s quarterly survey of asset allocators responsible for $9 trillion reveals continuing confidence that global equities will rise over the next year, even though valuations will contract. Much rests on confidence that earnings will continue to increase."
5. Sector re-ratings. "The black dots show where each sector’s forward P/E stood at the S&P 500’s 10/29 short-term peak. The grey dots show where they stood at the 11/20 short-term trough. Valuation compression in 8 of 10 sectors shown, but most notably in Tech."
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