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DC Lite #507
"While domestic breadth has been uneven, global breadth strength has been resilient"
Daily Chartbook
December 29, 2025
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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. AI time savings. "Time savings are real and significant. Across all eight countries, 81-96% of AI users report saving at least one hour per day through AI tools."
2. AI vs. business applications. "One chart to sum up what AI is and will do to labor market, productivity, unemployment rate. The spike in business applications, concentrated in 'internet sales.' In the new year, US Census will EXCLUDE these 'internet sales' related business applications from the current classification of 'high propensity' to produce payrolls category. AI is bringing about lots of start-ups, but those no longer boost payrolls as they used to."
3. Foreigners vs. US assets. "Despite the turbulence surrounding Liberation Day in April, foreign investors ended up buying more US assets in 2025 than in 2024."
4. Put-call skew. "Even though we're right around all-time highs, single stock put-call skew suggests that overall positioning is balanced within options. Why does that matter? Because extremes often lead to corrective reversion. We've yet to see such an extreme in this latest push."
5. Global breadth. "While domestic breadth has been uneven, global breadth strength has been resilient. The percentage of global markets above their 50-day average is in the 80’s and the percentage of markets above their 200-day average is in the 90’s."
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