DC Lite #74

5 of Monday'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.

1. Excess savings. "Our estimates suggest about 60% of [pandemic-related] excess saving has been spent so far."

2. Crypto asset flows. Digital asset investment products saw a weekly inflow of $598m, pushing total AUM to $68.3bn, the highest since December 2021.

3. Bitcoin volatility. “Simply put, B may finally be growing up. … Lower levels of volatility may entice many asset owners to increase their weightings. … Conversely, lower volatility may be pushing retail traders back into stocks.”

4. AI vs. Dotcom (I). "The top 10 companies in the S&P 500 today are more overvalued than the top 10 companies were during the tech bubble in the mid-1990s."

5. EPS tipping point. "NDX is well ahead of S&P 500 EPS, which also suggests that the US equities EPS cycle is at a 'tipping point'."

Reply

or to participate.