DC Lite #52

5 of Tuesday's best charts and insights

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1. Birth rates. "The decline in birth rates is strikingly broad."

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2. Financial conditions vs. liquidity. "Our GLI liquidity index leads Goldman FCI by around 6m. Both point to further easing in monetary conditions."

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3. Commodities vs. Big Tech. The ratio of the Nasdaq-100 to the Bloomberg Commodity Spot Index is at its highest since the Dotcom bubble.

4. US ETF flows. "Over past week, U.S. large-cap equity ETFs’ outflows reached nearly $3 billion; investors pulled money out of small caps as well and shifted into bonds (investment grade took in most at nearly $1.7 billion)."

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5. Post-ATH performance. "If you picked any random day a new high was made, the future returns aren’t too far away from average returns. A year later up 7.4% on average and up about 71% of the time isn’t spectacular, but it sure isn’t bearish either."

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